Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,772 | $45,872-89.6% | $77,096-93.8% | $68,486-93.0% |
| Participation rate | 83.9% | 55.9%+27.9pp | 67.9%+15.9pp | 67.9%+16.0pp |
| Annual return | -22.15% | 1.73%-23.9pp | 42.35%-64.5pp | -7.85%-14.3pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,030 | $2,963+2.3% | $4,429-31.6% | $4,028-24.8% |
| Admin fee / account holder | $379 | $3,041-87.5% | $5,428-93.0% | $5,404-93.0% |