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 | $17,024 | $209,422-91.9% | $178,503-90.5% | $158,982-89.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.20% | 188.81%-185.6pp | 151.12%-147.9pp | 302.99%-299.8pp |
| Employer contribution / active EE | $2,409 | $5,707-57.8% | $5,011-51.9% | $4,763-49.4% |
| Participant deferral / active EE | $2,506 | $5,955-57.9% | $5,202-51.8% | $5,983-58.1% |
| Admin fee / account holder | $2,451 | $17,079-85.6% | $13,987-82.5% | $11,252-78.2% |