Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,168 | $64,729-88.9% | $112,263-93.6% | $68,490-89.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -24.26% | -11.40%-12.9pp | 27.49%-51.7pp | -7.85%-16.4pp |
| Employer contribution / active EE | $1,536 | $2,746-44.1% | $3,636-57.8% | $2,597-40.9% |
| Participant deferral / active EE | $3,202 | $3,566-10.2% | $4,729-32.3% | $4,028-20.5% |
| Admin fee / account holder | $307 | $5,222-94.1% | $6,410-95.2% | $5,403-94.3% |