Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,774 | $133,981-93.5% | $112,249-92.2% | $134,532-93.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -21.94% | 47.16%-69.1pp | 27.48%-49.4pp | 418.27%-440.2pp |
| Employer contribution / active EE | $1,628 | $4,040-59.7% | $3,636-55.2% | $4,741-65.7% |
| Participant deferral / active EE | $2,897 | $5,292-45.3% | $4,729-38.7% | $6,401-54.7% |
| Admin fee / account holder | $997 | $7,492-86.7% | $6,412-84.4% | $11,429-91.3% |