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 | $25,064 | $152,619-83.6% | $125,195-80.0% | $152,909-83.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 8.85% | 54.85%-46.0pp | 43.79%-34.9pp | 345.46%-336.6pp |
| Employer contribution / active EE | $2,370 | $4,947-52.1% | $3,866-38.7% | $4,764-50.2% |
| Participant deferral / active EE | $6,959 | $5,869+18.6% | $4,937+40.9% | $5,851+18.9% |
| Admin fee / account holder | $4,631 | $13,437-65.5% | $9,704-52.3% | $11,601-60.1% |