Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,264 | $54,355-84.8% | $82,744-90.0% | $68,486-87.9% |
| Participation rate | 93.9% | 63.9%+30.0pp | 72.6%+21.4pp | 67.9%+26.0pp |
| Annual return | -21.24% | -13.67%-7.6pp | 702.22%-723.5pp | -7.85%-13.4pp |
| Employer contribution / active EE | $2,178 | $2,219-1.8% | $3,008-27.6% | $2,597-16.1% |
| Participant deferral / active EE | $4,247 | $3,246+30.8% | $4,395-3.4% | $4,028+5.4% |
| Admin fee / account holder | $708 | $4,397-83.9% | $5,325-86.7% | $5,404-86.9% |