Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,132 | $92,219-93.4% | $76,768-92.0% | $135,379-95.5% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -22.79% | 5.46%-28.3pp | 2.43%-25.2pp | 519.79%-542.6pp |
| Employer contribution / active EE | $1,017 | $3,216-68.4% | $2,485-59.1% | $4,779-78.7% |
| Participant deferral / active EE | $1,852 | $4,508-58.9% | $3,852-51.9% | $5,609-67.0% |
| Admin fee / account holder | $590 | $10,749-94.5% | $6,675-91.2% | $10,828-94.6% |