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 | $28,123 | $78,707-64.3% | $117,861-76.1% | $70,126-59.9% |
| Participation rate | 95.0% | 73.2%+21.8pp | 79.7%+15.3pp | 69.5%+25.5pp |
| Annual return | 11.61% | 23.30%-11.7pp | 335.11%-323.5pp | 73.15%-61.5pp |
| Employer contribution / active EE | $925 | $2,223-58.4% | $3,786-75.6% | $2,343-60.5% |
| Participant deferral / active EE | $1,773 | $3,297-46.2% | $4,482-60.4% | $3,332-46.8% |
| Admin fee / account holder | $3,289 | $5,066-35.1% | $8,021-59.0% | $4,645-29.2% |