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 | $7,458 | $59,834-87.5% | $79,576-90.6% | $68,495-89.1% |
| Participation rate | 78.5% | 61.1%+17.4pp | 69.5%+9.0pp | 67.9%+10.6pp |
| Annual return | -21.64% | -12.30%-9.3pp | 0.15%-21.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,451 | $1,505-3.6% | $2,413-39.9% | $2,596-44.1% |
| Participant deferral / active EE | $2,205 | $3,024-27.1% | $3,985-44.7% | $4,028-45.3% |
| Admin fee / account holder | $678 | $4,835-86.0% | $6,834-90.1% | $5,403-87.5% |