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 | $4,895 | $92,766-94.7% | $82,763-94.1% | $134,545-96.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -21.02% | 946.97%-968.0pp | 702.45%-723.5pp | 418.37%-439.4pp |
| Employer contribution / active EE | $760 | $3,273-76.8% | $3,008-74.7% | $4,742-84.0% |
| Participant deferral / active EE | $2,528 | $4,802-47.4% | $4,395-42.5% | $6,401-60.5% |
| Admin fee / account holder | $431 | $5,978-92.8% | $5,325-91.9% | $11,431-96.2% |