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 | $9,580 | $99,644-90.4% | $86,438-88.9% | $134,532-92.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -43.81% | 6787.26%-6831.1pp | 4397.19%-4441.0pp | 418.27%-462.1pp |
| Employer contribution / active EE | $3,205 | $4,402-27.2% | $3,769-15.0% | $4,741-32.4% |
| Participant deferral / active EE | $8,223 | $7,247+13.5% | $6,952+18.3% | $6,401+28.5% |
| Admin fee / account holder | $1,118 | $8,375-86.6% | $6,733-83.4% | $11,429-90.2% |