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 | $10,550 | $86,701-87.8% | $73,309-85.6% | $125,388-91.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 74.9%+0.1pp | 83.2%-8.2pp |
| Annual return | -8.63% | 2.78%-11.4pp | 5.67%-14.3pp | 282.24%-290.9pp |
| Employer contribution / active EE | $2,666 | $4,152-35.8% | $3,237-17.7% | $4,866-45.2% |
| Participant deferral / active EE | $8,481 | $5,549+52.8% | $4,991+69.9% | $5,352+58.5% |
| Admin fee / account holder | $756 | $7,768-90.3% | $5,635-86.6% | $9,541-92.1% |