Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,354 | $73,009-91.3% | $90,760-93.0% | $68,486-90.7% |
| Participation rate | 95.2% | 70.8%+24.4pp | 75.7%+19.5pp | 67.9%+27.3pp |
| Annual return | -19.38% | -13.81%-5.6pp | -12.16%-7.2pp | -7.85%-11.5pp |
| Employer contribution / active EE | $976 | $2,193-55.5% | $2,922-66.6% | $2,597-62.4% |
| Participant deferral / active EE | $3,102 | $3,626-14.5% | $4,565-32.1% | $4,028-23.0% |
| Admin fee / account holder | $2,024 | $5,896-65.7% | $8,444-76.0% | $5,404-62.5% |