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 | $11,410 | $48,078-76.3% | $78,676-85.5% | $62,881-81.9% |
| Participation rate | 75.6% | 65.2%+10.4pp | 73.6%+2.0pp | 69.3%+6.3pp |
| Annual return | 0.96% | 31.36%-30.4pp | 62.19%-61.2pp | 20.14%-19.2pp |
| Employer contribution / active EE | $869 | $2,015-56.8% | $2,850-69.5% | $2,281-61.9% |
| Participant deferral / active EE | $2,538 | $2,587-1.9% | $3,517-27.8% | $3,203-20.7% |
| Admin fee / account holder | $2,163 | $3,206-32.5% | $4,510-52.0% | $4,296-49.7% |