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 | $5,912 | $43,730-86.5% | $121,220-95.1% | $64,173-90.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -11.06% | 68.94%-80.0pp | 16.94%-28.0pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,306 | $1,297+0.7% | $4,023-67.5% | $2,381-45.2% |
| Participant deferral / active EE | $1,994 | $2,281-12.6% | $3,345-40.4% | $3,470-42.5% |
| Admin fee / account holder | $628 | $3,502-82.1% | $5,021-87.5% | $4,887-87.2% |