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 | $21,703 | $85,766-74.7% | $136,298-84.1% | $70,126-69.1% |
| Participation rate | 90.0% | 74.2%+15.8pp | 81.9%+8.1pp | 69.5%+20.5pp |
| Annual return | 10.93% | 31.46%-20.5pp | 5156.27%-5145.3pp | 73.15%-62.2pp |
| Employer contribution / active EE | $2,570 | $2,966-13.4% | $4,696-45.3% | $2,343+9.7% |
| Participant deferral / active EE | $4,472 | $5,051-11.5% | $6,247-28.4% | $3,332+34.2% |
| Admin fee / account holder | $2,084 | $5,421-61.6% | $9,244-77.5% | $4,645-55.1% |