Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $8,114 | $76,401-89.4% | $106,387-92.4% | $64,173-87.4% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.5%+11.4pp | 69.6%+19.3pp |
| Annual return | -10.67% | -2.19%-8.5pp | 0.25%-10.9pp | 7.63%-18.3pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,898 | $4,274-8.8% | $5,421-28.1% | $3,470+12.3% |
| Admin fee / account holder | $1,821 | $4,610-60.5% | $7,510-75.7% | $4,887-62.7% |