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 | $19,925 | $86,940-77.1% | $102,434-80.5% | $80,935-75.4% |
| Participation rate | 73.3% | 72.4%+0.9pp | 76.5%-3.2pp | 67.7%+5.7pp |
| Annual return | 9.58% | 18.89%-9.3pp | 29.46%-19.9pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,957 | $2,370-17.4% | $3,023-35.3% | $2,757-29.0% |
| Participant deferral / active EE | $3,678 | $4,121-10.8% | $5,055-27.2% | $4,299-14.5% |
| Admin fee / account holder | $2,066 | $8,047-74.3% | $9,462-78.2% | $6,924-70.2% |