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 | $12,048 | $71,872-83.2% | $86,691-86.1% | $68,495-82.4% |
| Participation rate | 87.9% | 72.2%+15.6pp | 76.6%+11.3pp | 67.9%+20.0pp |
| Annual return | -19.18% | 3.53%-22.7pp | 35.94%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,289 | $2,173+5.3% | $2,837-19.3% | $2,596-11.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,035 | $6,112-83.1% | $7,492-86.2% | $5,403-80.9% |