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 | $11,546 | $117,895-90.2% | $102,460-88.7% | $145,897-92.1% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 7.48% | 31.92%-24.4pp | 29.47%-22.0pp | 552.29%-544.8pp |
| Employer contribution / active EE | $2,204 | $3,619-39.1% | $3,025-27.2% | $4,663-52.7% |
| Participant deferral / active EE | $3,257 | $5,736-43.2% | $5,056-35.6% | $6,689-51.3% |
| Admin fee / account holder | $3,502 | $13,353-73.8% | $9,460-63.0% | $13,390-73.9% |