Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $23,358 | $102,638-77.2% | $81,982-71.5% | $158,982-85.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 0.14% | 61.05%-60.9pp | 41.31%-41.2pp | 302.99%-302.9pp |
| Employer contribution / active EE | $1,963 | $3,241-39.4% | $2,498-21.4% | $4,763-58.8% |
| Participant deferral / active EE | $977 | $4,649-79.0% | $3,722-73.7% | $5,983-83.7% |
| Admin fee / account holder | $981 | $8,237-88.1% | $5,665-82.7% | $11,252-91.3% |