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 | $20,874 | $167,504-87.5% | $151,628-86.2% | $134,509-84.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.02% | 7.81%-33.8pp | 3.34%-29.4pp | 418.13%-444.2pp |
| Employer contribution / active EE | $2,212 | $6,828-67.6% | $6,165-64.1% | $4,741-53.3% |
| Participant deferral / active EE | $9,123 | $8,985+1.5% | $8,363+9.1% | $6,400+42.5% |
| Admin fee / account holder | $1,515 | $13,779-89.0% | $11,613-87.0% | $11,427-86.7% |