Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,203 | $65,027-85.8% | $90,970-89.9% | $79,852-88.5% |
| Participation rate | 79.3% | 61.6%+17.7pp | 69.0%+10.3pp | 69.6%+9.7pp |
| Annual return | 9.17% | 30.45%-21.3pp | 134.58%-125.4pp | 31.72%-22.6pp |
| Employer contribution / active EE | $750 | $1,247-39.9% | $2,122-64.7% | $2,471-69.7% |
| Participant deferral / active EE | $1,453 | $2,512-42.1% | $3,373-56.9% | $3,740-61.1% |
| Admin fee / account holder | $1,469 | $4,535-67.6% | $5,960-75.4% | $5,306-72.3% |