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 | $10,753 | $48,364-77.8% | $71,796-85.0% | $62,881-82.9% |
| Participation rate | 77.1% | 60.6%+16.5pp | 69.1%+8.0pp | 69.3%+7.8pp |
| Annual return | 1.48% | 13.16%-11.7pp | 78.04%-76.6pp | 20.14%-18.7pp |
| Employer contribution / active EE | $565 | $1,042-45.8% | $1,924-70.6% | $2,281-75.2% |
| Participant deferral / active EE | $1,713 | $2,091-18.1% | $2,794-38.7% | $3,203-46.5% |
| Admin fee / account holder | $1,984 | $3,771-47.4% | $4,815-58.8% | $4,296-53.8% |