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 | $17,944 | $50,947-64.8% | $74,551-75.9% | $64,173-72.0% |
| Participation rate | 97.1% | 61.1%+36.1pp | 69.1%+28.0pp | 69.6%+27.6pp |
| Annual return | -8.70% | -1.85%-6.9pp | 32.53%-41.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $3,600 | $1,115+222.8% | $1,961+83.6% | $2,381+51.2% |
| Participant deferral / active EE | $2,254 | $2,302-2.0% | $3,108-27.5% | $3,470-35.0% |
| Admin fee / account holder | $441 | $4,221-89.6% | $5,059-91.3% | $4,887-91.0% |