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 | $12,317 | $70,418-82.5% | $96,570-87.2% | $85,847-85.7% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 7.43% | 18.59%-11.2pp | 37.79%-30.4pp | 318.61%-311.2pp |
| Employer contribution / active EE | $1,800 | $1,413+27.4% | $2,357-23.6% | $2,565-29.8% |
| Participant deferral / active EE | $2,715 | $2,894-6.2% | $3,849-29.5% | $3,952-31.3% |
| Admin fee / account holder | $317 | $4,995-93.7% | $6,182-94.9% | $6,261-94.9% |