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 | $12,368 | $77,157-84.0% | $108,405-88.6% | $85,847-85.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | -13.39% | 44.55%-57.9pp | 905.55%-918.9pp | 318.61%-332.0pp |
| Employer contribution / active EE | $2,095 | $2,379-11.9% | $3,559-41.1% | $2,565-18.3% |
| Participant deferral / active EE | $3,543 | $5,567-36.3% | $6,563-46.0% | $3,952-10.3% |
| Admin fee / account holder | $1,169 | $5,174-77.4% | $7,297-84.0% | $6,261-81.3% |