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 | $8,564 | $160,059-94.6% | $140,019-93.9% | $135,379-93.7% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.5%+5.4pp | 82.6%+10.2pp |
| Annual return | -81.68% | 911.44%-993.1pp | 651.15%-732.8pp | 519.79%-601.5pp |
| Employer contribution / active EE | $2,533 | $6,420-60.5% | $5,605-54.8% | $4,779-47.0% |
| Participant deferral / active EE | $6,400 | $7,641-16.2% | $6,927-7.6% | $5,609+14.1% |
| Admin fee / account holder | $516 | $13,328-96.1% | $10,705-95.2% | $10,828-95.2% |