Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,354 | $167,533-94.4% | $151,645-93.8% | $134,545-93.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.16% | 7.81%-36.0pp | 3.34%-31.5pp | 418.37%-446.5pp |
| Employer contribution / active EE | $1,776 | $6,828-74.0% | $6,165-71.2% | $4,742-62.5% |
| Participant deferral / active EE | $14,366 | $8,985+59.9% | $8,363+71.8% | $6,401+124.4% |
| Admin fee / account holder | $7,560 | $13,781-45.1% | $11,614-34.9% | $11,431-33.9% |