Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,207 | $78,690-89.6% | $161,489-94.9% | $87,485-90.6% |
| Participation rate | 86.2% | 67.5%+18.7pp | 78.7%+7.5pp | 68.9%+17.3pp |
| Annual return | 11.98% | 32.74%-20.8pp | 89.72%-77.7pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,044 | $2,588-59.7% | $4,268-75.5% | $2,596-59.8% |
| Participant deferral / active EE | $1,655 | $3,311-50.0% | $5,630-70.6% | $4,274-61.3% |
| Admin fee / account holder | $2,064 | $6,724-69.3% | $16,006-87.1% | $7,775-73.5% |