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 | $19,255 | $105,200-81.7% | $159,474-87.9% | $85,847-77.6% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.8%+11.9pp | 69.3%+25.4pp |
| Annual return | 11.52% | 45.08%-33.6pp | 263.68%-252.2pp | 318.61%-307.1pp |
| Employer contribution / active EE | $5,067 | $3,319+52.7% | $4,831+4.9% | $2,565+97.5% |
| Participant deferral / active EE | $3,970 | $5,946-33.2% | $7,353-46.0% | $3,952+0.4% |
| Admin fee / account holder | $1,060 | $6,934-84.7% | $10,802-90.2% | $6,261-83.1% |