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 | $9,427 | $63,949-85.3% | $129,031-92.7% | $94,015-90.0% |
| Participation rate | 92.7% | 63.4%+29.3pp | 73.4%+19.4pp | 70.8%+21.9pp |
| Annual return | 11.63% | 17.56%-5.9pp | 34.67%-23.0pp | 17.84%-6.2pp |
| Employer contribution / active EE | $528 | $1,865-71.7% | $3,226-83.6% | $2,790-81.1% |
| Participant deferral / active EE | $1,360 | $3,686-63.1% | $5,217-73.9% | $4,249-68.0% |
| Admin fee / account holder | $1,076 | $5,523-80.5% | $13,208-91.9% | $8,951-88.0% |