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 | $6,445 | $56,197-88.5% | $67,652-90.5% | $59,633-89.2% |
| Participation rate | 75.4% | 71.5%+4.0pp | 75.7%-0.2pp | 68.7%+6.8pp |
| Annual return | -2.84% | 18508.10%-18510.9pp | 6625.40%-6628.2pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $1,003 | $1,615-37.9% | $2,266-55.7% | $2,203-54.4% |
| Participant deferral / active EE | $1,463 | $2,844-48.6% | $3,560-58.9% | $3,192-54.2% |
| Admin fee / account holder | $318 | $3,958-92.0% | $4,821-93.4% | $4,297-92.6% |