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 | $19,125 | $138,075-86.1% | $123,552-84.5% | $135,379-85.9% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -10.46% | 153.70%-164.2pp | 119.20%-129.7pp | 519.79%-530.2pp |
| Employer contribution / active EE | $2,813 | $5,152-45.4% | $4,628-39.2% | $4,779-41.1% |
| Participant deferral / active EE | $6,233 | $6,800-8.3% | $6,426-3.0% | $5,609+11.1% |
| Admin fee / account holder | $2,789 | $10,917-74.4% | $9,285-70.0% | $10,828-74.2% |