Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,584 | $77,817-83.8% | $123,553-89.8% | $64,173-80.4% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -9.60% | 12.49%-22.1pp | 119.21%-128.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $2,628 | $3,014-12.8% | $4,628-43.2% | $2,381+10.4% |
| Participant deferral / active EE | $3,625 | $5,240-30.8% | $6,426-43.6% | $3,470+4.5% |
| Admin fee / account holder | $724 | $5,519-86.9% | $9,284-92.2% | $4,887-85.2% |