Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,576 | $81,487-79.7% | $102,412-83.8% | $80,935-79.5% |
| Participation rate | 76.3% | 66.8%+9.5pp | 74.5%+1.8pp | 67.7%+8.7pp |
| Annual return | 6.65% | 25.60%-18.9pp | 24.94%-18.3pp | 35.66%-29.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,338 | $3,871+37.9% | $5,060+5.5% | $4,299+24.2% |
| Admin fee / account holder | $1,031 | $6,717-84.6% | $8,388-87.7% | $6,924-85.1% |