Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $11,626 | $74,535-84.4% | $100,712-88.5% | $82,637-85.9% |
| Participation rate | 96.0% | 61.2%+34.8pp | 69.3%+26.7pp | 68.1%+27.9pp |
| Annual return | 10.10% | 18.92%-8.8pp | 33.27%-23.2pp | 53.51%-43.4pp |
| Employer contribution / active EE | $1,201 | $1,503-20.0% | $2,313-48.0% | $2,552-52.9% |
| Participant deferral / active EE | $2,368 | $3,074-23.0% | $4,085-42.0% | $4,126-42.6% |
| Admin fee / account holder | $1,377 | $6,576-79.1% | $9,256-85.1% | $7,339-81.2% |