Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,590 | $102,393-87.7% | $147,041-91.4% | $80,911-84.4% |
| Participation rate | 78.8% | 75.9%+2.9pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 11.02% | 134.95%-123.9pp | 419.21%-408.2pp | 35.63%-24.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,828 | $6,647-42.4% | $8,071-52.6% | $4,297-10.9% |
| Admin fee / account holder | $894 | $7,943-88.7% | $13,006-93.1% | $6,935-87.1% |