Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,722 | $55,902-93.3% | $76,030-95.1% | $80,959-95.4% |
| Participation rate | 95.6% | 62.1%+33.5pp | 69.1%+26.5pp | 67.7%+27.9pp |
| Annual return | 8.69% | 20.59%-11.9pp | 361.54%-352.9pp | 35.67%-27.0pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,903 | $3,051-37.6% | $4,257-55.3% | $4,300-55.8% |
| Admin fee / account holder | $584 | $5,239-88.9% | $6,421-90.9% | $6,925-91.6% |