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 | $34,199 | $109,620-68.8% | $148,496-77.0% | $94,015-63.6% |
| Participation rate | 95.5% | 71.3%+24.3pp | 76.0%+19.5pp | 70.8%+24.7pp |
| Annual return | 8.14% | 17.54%-9.4pp | 12.33%-4.2pp | 17.84%-9.7pp |
| Employer contribution / active EE | $1,254 | $2,618-52.1% | $3,497-64.1% | $2,790-55.0% |
| Participant deferral / active EE | $3,529 | $3,831-7.9% | $4,808-26.6% | $4,249-16.9% |
| Admin fee / account holder | $7,078 | $10,050-29.6% | $19,547-63.8% | $8,951-20.9% |