Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,989 | $107,368-94.4% | $92,915-93.6% | $152,909-96.1% |
| Participation rate | 78.3% | 79.8%-1.5pp | 76.0%+2.3pp | 82.5%-4.2pp |
| Annual return | -42.89% | 145.64%-188.5pp | 109.45%-152.3pp | 345.46%-388.4pp |
| Employer contribution / active EE | $1,607 | $4,222-61.9% | $3,653-56.0% | $4,764-66.3% |
| Participant deferral / active EE | $2,716 | $4,848-44.0% | $4,238-35.9% | $5,851-53.6% |
| Admin fee / account holder | $1,376 | $7,082-80.6% | $5,796-76.3% | $11,601-88.1% |