Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,488 | $102,422-85.9% | $147,117-90.2% | $80,959-82.1% |
| Participation rate | 76.5% | 75.9%+0.6pp | 82.2%-5.7pp | 67.7%+8.8pp |
| Annual return | 8.56% | 135.16%-126.6pp | 420.54%-412.0pp | 35.67%-27.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,985 | $6,652-25.1% | $8,065-38.2% | $4,300+15.9% |
| Admin fee / account holder | $2,006 | $7,953-74.8% | $12,993-84.6% | $6,925-71.0% |