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 | $15,377 | $100,792-84.7% | $86,691-82.3% | $134,509-88.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.72% | 29.08%-50.8pp | 35.94%-57.7pp | 418.13%-439.9pp |
| Employer contribution / active EE | $2,610 | $3,491-25.2% | $2,837-8.0% | $4,741-44.9% |
| Participant deferral / active EE | $5,074 | $5,339-5.0% | $4,656+9.0% | $6,400-20.7% |
| Admin fee / account holder | $1,042 | $10,924-90.5% | $7,492-86.1% | $11,427-90.9% |