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 | $12,800 | $65,704-80.5% | $94,229-86.4% | $59,633-78.5% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -5.96% | 5.22%-11.2pp | 10.68%-16.6pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $871 | $2,021-56.9% | $3,587-75.7% | $2,203-60.5% |
| Participant deferral / active EE | $4,550 | $3,143+44.8% | $4,320+5.3% | $3,192+42.6% |
| Admin fee / account holder | $478 | $4,265-88.8% | $6,269-92.4% | $4,297-88.9% |