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 | $5,749 | $57,140-89.9% | $85,240-93.3% | $80,959-92.9% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 10.33% | 21.71%-11.4pp | 66.75%-56.4pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,206 | $1,802-33.0% | $2,735-55.9% | $2,757-56.2% |
| Participant deferral / active EE | $2,842 | $3,115-8.8% | $4,527-37.2% | $4,300-33.9% |
| Admin fee / account holder | $456 | $4,992-90.9% | $6,165-92.6% | $6,925-93.4% |