Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,975 | $71,057-83.1% | $93,654-87.2% | $80,874-85.2% |
| Participation rate | 85.1% | 60.4%+24.7pp | 68.7%+16.4pp | 67.6%+17.5pp |
| Annual return | -1.48% | 11.26%-12.7pp | 133.34%-134.8pp | 35.62%-37.1pp |
| Employer contribution / active EE | $1,818 | $1,564+16.2% | $2,421-24.9% | $2,756-34.0% |
| Participant deferral / active EE | $3,826 | $4,034-5.1% | $4,413-13.3% | $4,297-10.9% |
| Admin fee / account holder | $2,991 | $6,944-56.9% | $8,282-63.9% | $6,935-56.9% |