Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,594 | $117,829-84.2% | $102,423-81.8% | $145,877-87.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.37% | 31.83%-24.5pp | 29.42%-22.1pp | 551.28%-543.9pp |
| Employer contribution / active EE | $4,184 | $3,615+15.8% | $3,023+38.4% | $4,663-10.3% |
| Participant deferral / active EE | $4,871 | $5,732-15.0% | $5,054-3.6% | $6,691-27.2% |
| Admin fee / account holder | $982 | $13,335-92.6% | $9,455-89.6% | $13,402-92.7% |