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 | $19,581 | $180,459-89.1% | $154,108-87.3% | $135,380-85.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.26% | 888.21%-898.5pp | 735.21%-745.5pp | 519.81%-530.1pp |
| Employer contribution / active EE | $5,954 | $6,035-1.3% | $5,298+12.4% | $4,779+24.6% |
| Participant deferral / active EE | $2,981 | $5,806-48.7% | $5,081-41.3% | $5,609-46.8% |
| Admin fee / account holder | $1,890 | $16,145-88.3% | $13,411-85.9% | $10,828-82.5% |