Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,125 | $81,276-92.5% | $155,574-96.1% | $80,925-92.4% |
| Participation rate | 84.4% | 66.2%+18.1pp | 78.2%+6.2pp | 67.7%+16.7pp |
| Annual return | 7.04% | 33.36%-26.3pp | 64.87%-57.8pp | 35.65%-28.6pp |
| Employer contribution / active EE | $1,071 | $3,103-65.5% | $4,676-77.1% | $2,756-61.2% |
| Participant deferral / active EE | $1,972 | $3,453-42.9% | $5,629-65.0% | $4,299-54.1% |
| Admin fee / account holder | $430 | $7,993-94.6% | $15,914-97.3% | $6,940-93.8% |