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 | $4,864 | $64,716-92.5% | $112,258-95.7% | $68,495-92.9% |
| Participation rate | 89.1% | 67.2%+21.9pp | 75.1%+14.0pp | 67.9%+21.2pp |
| Annual return | -27.13% | -11.40%-15.7pp | 27.47%-54.6pp | -7.84%-19.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,176 | $3,565+17.1% | $4,728-11.7% | $4,028+3.7% |
| Admin fee / account holder | $714 | $5,232-86.3% | $6,411-88.9% | $5,403-86.8% |