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 | $71,230-83.2% | $93,727-87.2% | $80,959-85.2% |
| Participation rate | 85.1% | 60.4%+24.7pp | 68.7%+16.4pp | 67.7%+17.4pp |
| Annual return | -1.48% | 11.26%-12.7pp | 133.83%-135.3pp | 35.67%-37.1pp |
| Employer contribution / active EE | $1,818 | $1,565+16.1% | $2,421-24.9% | $2,757-34.1% |
| Participant deferral / active EE | $3,826 | $4,037-5.2% | $4,417-13.4% | $4,300-11.0% |
| Admin fee / account holder | $2,991 | $6,961-57.0% | $8,292-63.9% | $6,925-56.8% |