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 | $14,234 | $53,774-73.5% | $134,162-89.4% | $79,856-82.2% |
| Participation rate | 70.8% | 58.8%+12.0pp | 72.2%-1.4pp | 69.6%+1.1pp |
| Annual return | 6.80% | 19.01%-12.2pp | 36.35%-29.5pp | 31.71%-24.9pp |
| Employer contribution / active EE | $322 | $1,322-75.6% | $3,705-91.3% | $2,471-87.0% |
| Participant deferral / active EE | $1,927 | $2,420-20.4% | $3,500-44.9% | $3,741-48.5% |
| Admin fee / account holder | $587 | $3,985-85.3% | $6,685-91.2% | $5,306-88.9% |