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 | $2,359 | $69,248-96.6% | $64,101-96.3% | $139,466-98.3% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 5.81% | 45.95%-40.1pp | 33.72%-27.9pp | 373.66%-367.9pp |
| Employer contribution / active EE | $1,133 | $3,185-64.4% | $2,749-58.8% | $4,754-76.2% |
| Participant deferral / active EE | $1,220 | $4,682-74.0% | $3,881-68.6% | $6,712-81.8% |
| Admin fee / account holder | $431 | $4,247-89.9% | $3,070-86.0% | $11,409-96.2% |