Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,853 | $107,363-96.4% | $92,909-95.9% | $152,897-97.5% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.5%+0.9pp |
| Annual return | -3.32% | 145.63%-148.9pp | 109.44%-112.8pp | 345.43%-348.7pp |
| Employer contribution / active EE | $1,348 | $4,222-68.1% | $3,653-63.1% | $4,764-71.7% |
| Participant deferral / active EE | $1,916 | $4,848-60.5% | $4,238-54.8% | $5,851-67.3% |
| Admin fee / account holder | $850 | $7,082-88.0% | $5,795-85.3% | $11,599-92.7% |