Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,761 | $72,177-85.1% | $115,038-90.6% | $59,633-82.0% |
| Participation rate | 90.0% | 72.6%+17.4pp | 81.4%+8.6pp | 68.7%+21.3pp |
| Annual return | -8.61% | 12.02%-20.6pp | 26.14%-34.7pp | 2041.45%-2050.1pp |
| Employer contribution / active EE | $2,618 | $2,841-7.9% | $4,608-43.2% | $2,203+18.8% |
| Participant deferral / active EE | $4,458 | $4,783-6.8% | $6,026-26.0% | $3,192+39.7% |
| Admin fee / account holder | $335 | $4,927-93.2% | $8,175-95.9% | $4,297-92.2% |