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 | $15,102 | $92,219-83.6% | $76,767-80.3% | $135,380-88.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -14.00% | 5.46%-19.5pp | 2.43%-16.4pp | 519.81%-533.8pp |
| Employer contribution / active EE | $1,977 | $3,216-38.5% | $2,485-20.5% | $4,779-58.6% |
| Participant deferral / active EE | $3,425 | $4,508-24.0% | $3,852-11.1% | $5,609-38.9% |
| Admin fee / account holder | $321 | $10,749-97.0% | $6,675-95.2% | $10,828-97.0% |