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 | $9,746 | $39,798-75.5% | $67,704-85.6% | $59,633-83.7% |
| Participation rate | 76.5% | 57.4%+19.1pp | 67.5%+9.0pp | 68.7%+7.8pp |
| Annual return | -4.87% | 89.94%-94.8pp | 25.41%-30.3pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $2,834 | $1,393+103.4% | $2,559+10.7% | $2,203+28.7% |
| Participant deferral / active EE | $2,650 | $2,335+13.5% | $3,585-26.1% | $3,192-17.0% |
| Admin fee / account holder | $772 | $3,212-76.0% | $4,255-81.9% | $4,297-82.0% |