Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,986 | $78,690-91.1% | $161,489-95.7% | $87,485-92.0% |
| Participation rate | 77.8% | 67.5%+10.3pp | 78.7%-0.9pp | 68.9%+8.8pp |
| Annual return | 10.11% | 32.74%-22.6pp | 89.72%-79.6pp | 26.06%-16.0pp |
| Employer contribution / active EE | $715 | $2,588-72.4% | $4,268-83.2% | $2,596-72.5% |
| Participant deferral / active EE | $1,282 | $3,311-61.3% | $5,630-77.2% | $4,274-70.0% |
| Admin fee / account holder | $694 | $6,724-89.7% | $16,006-95.7% | $7,775-91.1% |