Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,935 | $100,139-94.1% | $85,187-93.0% | $145,884-95.9% |
| Participation rate | 95.2% | 74.1%+21.1pp | 67.5%+27.7pp | 80.3%+14.9pp |
| Annual return | -12.38% | 84.15%-96.5pp | 66.67%-79.0pp | 551.85%-564.2pp |
| Employer contribution / active EE | $1,218 | $3,238-62.4% | $2,732-55.4% | $4,662-73.9% |
| Participant deferral / active EE | $3,706 | $5,296-30.0% | $4,525-18.1% | $6,690-44.6% |
| Admin fee / account holder | $1,749 | $7,262-75.9% | $6,162-71.6% | $13,392-86.9% |