Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $3,488 | $60,442-94.2% | $96,754-96.4% | $87,485-96.0% |
| Participation rate | 81.7% | 58.7%+23.0pp | 70.3%+11.4pp | 68.9%+12.7pp |
| Annual return | 12.58% | 21.97%-9.4pp | 82.04%-69.5pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,881 | $3,280-42.7% | $4,758-60.5% | $4,274-56.0% |
| Admin fee / account holder | $656 | $5,069-87.1% | $8,905-92.6% | $7,775-91.6% |