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 | $10,462 | $81,504-87.2% | $102,437-89.8% | $80,959-87.1% |
| Participation rate | 82.8% | 66.9%+15.9pp | 74.5%+8.3pp | 67.7%+15.1pp |
| Annual return | 8.91% | 25.60%-16.7pp | 24.95%-16.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $935 | $3,104-69.9% | $3,871-75.9% | $2,757-66.1% |
| Participant deferral / active EE | $2,549 | $3,871-34.1% | $5,060-49.6% | $4,300-40.7% |
| Admin fee / account holder | $2,230 | $6,719-66.8% | $8,388-73.4% | $6,925-67.8% |