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 | $8,822 | $39,132-77.5% | $57,196-84.6% | $62,881-86.0% |
| Participation rate | 79.1% | 70.5%+8.6pp | 75.3%+3.7pp | 69.3%+9.8pp |
| Annual return | -0.51% | 9.24%-9.7pp | 14.59%-15.1pp | 20.14%-20.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $940 | $2,374-60.4% | $3,096-69.7% | $3,203-70.7% |
| Admin fee / account holder | $643 | $2,594-75.2% | $3,141-79.5% | $4,296-85.0% |