Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,140 | $97,761-92.7% | $83,850-91.5% | $135,382-94.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -10.67% | 1287.44%-1298.1pp | 850.92%-861.6pp | 519.77%-530.4pp |
| Employer contribution / active EE | $2,172 | $4,222-48.5% | $3,631-40.2% | $4,779-54.5% |
| Participant deferral / active EE | $2,262 | $4,682-51.7% | $4,082-44.6% | $5,609-59.7% |
| Admin fee / account holder | $1,472 | $6,674-77.9% | $5,478-73.1% | $10,829-86.4% |