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 | $16,922 | $94,529-82.1% | $140,019-87.9% | $64,181-73.6% |
| Participation rate | 95.2% | 84.1%+11.2pp | 87.5%+7.7pp | 69.6%+25.7pp |
| Annual return | -9.31% | 7.77%-17.1pp | 651.15%-660.5pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,169 | $3,812-43.1% | $5,605-61.3% | $2,381-8.9% |
| Participant deferral / active EE | $4,710 | $5,250-10.3% | $6,927-32.0% | $3,470+35.8% |
| Admin fee / account holder | $994 | $6,741-85.3% | $10,705-90.7% | $4,887-79.7% |