Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,022 | $81,358-92.6% | $155,556-96.1% | $80,959-92.6% |
| Participation rate | 91.9% | 66.3%+25.6pp | 78.2%+13.7pp | 67.7%+24.2pp |
| Annual return | 6.63% | 33.39%-26.8pp | 64.84%-58.2pp | 35.67%-29.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,439 | $3,455-29.4% | $5,631-56.7% | $4,300-43.3% |
| Admin fee / account holder | $502 | $7,994-93.7% | $15,885-96.8% | $6,925-92.7% |