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 | $4,094 | $81,358-95.0% | $155,556-97.4% | $80,959-94.9% |
| Participation rate | 91.1% | 66.3%+24.8pp | 78.2%+12.9pp | 67.7%+23.4pp |
| Annual return | -1.83% | 33.39%-35.2pp | 64.84%-66.7pp | 35.67%-37.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,903 | $3,455-44.9% | $5,631-66.2% | $4,300-55.7% |
| Admin fee / account holder | $636 | $7,994-92.0% | $15,885-96.0% | $6,925-90.8% |