Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,886 | $102,429-77.7% | $147,096-84.4% | $80,925-71.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 9.44% | 135.02%-125.6pp | 419.75%-410.3pp | 35.65%-26.2pp |
| Employer contribution / active EE | $1,456 | $3,716-60.8% | $4,936-70.5% | $2,756-47.2% |
| Participant deferral / active EE | $4,249 | $6,649-36.1% | $8,071-47.4% | $4,299-1.2% |
| Admin fee / account holder | $634 | $7,957-92.0% | $13,005-95.1% | $6,940-90.9% |