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 | $21,939 | $72,404-69.7% | $110,241-80.1% | $64,181-65.8% |
| Participation rate | 90.4% | 73.3%+17.0pp | 79.8%+10.6pp | 69.6%+20.8pp |
| Annual return | -8.66% | -6.29%-2.4pp | 314.75%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,827-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,711 | $3,469-50.7% | $4,672-63.4% | $3,470-50.7% |
| Admin fee / account holder | $3,073 | $5,664-45.8% | $8,548-64.1% | $4,887-37.1% |