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 | $21,936 | $81,208-73.0% | $98,920-77.8% | $79,852-72.5% |
| Participation rate | 90.0% | 72.5%+17.5pp | 76.0%+14.0pp | 69.6%+20.4pp |
| Annual return | 8.45% | 60.99%-52.5pp | 196.47%-188.0pp | 31.72%-23.3pp |
| Employer contribution / active EE | $1,245 | $1,960-36.5% | $2,689-53.7% | $2,471-49.6% |
| Participant deferral / active EE | $1,639 | $3,265-49.8% | $4,245-61.4% | $3,740-56.2% |
| Admin fee / account holder | $484 | $6,013-91.9% | $6,643-92.7% | $5,306-90.9% |