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 | $15,372 | $211,946-92.7% | $169,452-90.9% | $135,380-88.6% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -9.27% | 3.26%-12.5pp | 1.83%-11.1pp | 519.81%-529.1pp |
| Employer contribution / active EE | $2,557 | $5,117-50.0% | $4,157-38.5% | $4,779-46.5% |
| Participant deferral / active EE | $1,637 | $6,075-73.1% | $5,277-69.0% | $5,609-70.8% |
| Admin fee / account holder | $1,443 | $11,472-87.4% | $9,110-84.2% | $10,828-86.7% |