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 | $16,076 | $77,816-79.3% | $123,549-87.0% | $64,181-75.0% |
| Participation rate | 70.6% | 74.7%-4.1pp | 82.3%-11.7pp | 69.6%+1.0pp |
| Annual return | -8.49% | 12.49%-21.0pp | 119.20%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,442 | $3,014-52.2% | $4,628-68.8% | $2,381-39.4% |
| Participant deferral / active EE | $3,005 | $5,240-42.7% | $6,426-53.2% | $3,470-13.4% |
| Admin fee / account holder | $3,418 | $5,519-38.1% | $9,284-63.2% | $4,887-30.1% |