Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,405 | $115,796-97.1% | $101,264-96.6% | $158,950-97.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | -2.09% | 56.15%-58.2pp | 46.48%-48.6pp | 302.91%-305.0pp |
| Employer contribution / active EE | $901 | $4,175-78.4% | $3,660-75.4% | $4,762-81.1% |
| Participant deferral / active EE | $1,895 | $4,958-61.8% | $4,370-56.6% | $5,983-68.3% |
| Admin fee / account holder | $1,030 | $7,247-85.8% | $5,947-82.7% | $11,248-90.8% |