Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,832 | $138,102-89.3% | $125,381-88.2% | $134,532-89.0% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.2pp | 81.2%-9.0pp |
| Annual return | -27.12% | 750.73%-777.8pp | 572.31%-599.4pp | 418.27%-445.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,877 | $7,801+39.4% | $7,448+46.0% | $6,401+69.9% |
| Admin fee / account holder | $1,079 | $11,568-90.7% | $10,007-89.2% | $11,429-90.6% |