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 | $14,439 | $99,345-85.5% | $84,753-83.0% | $273,972-94.7% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | -0.96% | 22.93%-23.9pp | 22.78%-23.7pp | 41.46%-42.4pp |
| Employer contribution / active EE | $2,699 | $4,214-35.9% | $3,574-24.5% | $4,869-44.6% |
| Participant deferral / active EE | $1,866 | $4,270-56.3% | $3,712-49.7% | $5,287-64.7% |
| Admin fee / account holder | $1,345 | $6,645-79.8% | $5,333-74.8% | $10,133-86.7% |