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 | $13,084 | $102,385-87.2% | $147,080-91.1% | $80,935-83.8% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 7.41% | 135.09%-127.7pp | 420.17%-412.8pp | 35.66%-28.2pp |
| Employer contribution / active EE | $1,396 | $3,717-62.4% | $4,933-71.7% | $2,757-49.3% |
| Participant deferral / active EE | $2,793 | $6,651-58.0% | $8,066-65.4% | $4,299-35.0% |
| Admin fee / account holder | $751 | $7,951-90.6% | $12,989-94.2% | $6,924-89.2% |