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 | $13,952 | $138,114-89.9% | $125,391-88.9% | $134,545-89.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -24.50% | 750.88%-775.4pp | 572.41%-596.9pp | 418.37%-442.9pp |
| Employer contribution / active EE | $1,836 | $5,246-65.0% | $4,816-61.9% | $4,742-61.3% |
| Participant deferral / active EE | $4,937 | $7,801-36.7% | $7,448-33.7% | $6,401-22.9% |
| Admin fee / account holder | $1,634 | $11,570-85.9% | $10,009-83.7% | $11,431-85.7% |