Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,005 | $138,102-90.6% | $125,381-89.6% | $134,532-90.3% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -23.85% | 750.73%-774.6pp | 572.31%-596.2pp | 418.27%-442.1pp |
| Employer contribution / active EE | $3,590 | $5,245-31.6% | $4,815-25.4% | $4,741-24.3% |
| Participant deferral / active EE | $7,865 | $7,801+0.8% | $7,448+5.6% | $6,401+22.9% |
| Admin fee / account holder | $845 | $11,568-92.7% | $10,007-91.6% | $11,429-92.6% |