Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,927 | $48,267-89.8% | $68,808-92.8% | $68,486-92.8% |
| Participation rate | 98.8% | 60.7%+38.1pp | 69.0%+29.7pp | 67.9%+30.9pp |
| Annual return | -31.37% | -12.70%-18.7pp | -6.37%-25.0pp | -7.85%-23.5pp |
| Employer contribution / active EE | $2,128 | $1,829+16.4% | $2,656-19.9% | $2,597-18.0% |
| Participant deferral / active EE | $2,464 | $2,867-14.0% | $3,942-37.5% | $4,028-38.8% |
| Admin fee / account holder | $367 | $4,362-91.6% | $4,936-92.6% | $5,404-93.2% |