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 | $9,224 | $89,364-89.7% | $141,177-93.5% | $72,983-87.4% |
| Participation rate | 98.6% | 75.1%+23.5pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 17.39% | 111.86%-94.5pp | 71.40%-54.0pp | 81.01%-63.6pp |
| Employer contribution / active EE | $1,823 | $3,115-41.5% | $4,736-61.5% | $2,440-25.3% |
| Participant deferral / active EE | $2,980 | $5,419-45.0% | $6,710-55.6% | $3,608-17.4% |
| Admin fee / account holder | $412 | $5,959-93.1% | $10,263-96.0% | $5,124-92.0% |