Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,830 | $78,707-92.6% | $117,861-95.1% | $70,126-91.7% |
| Participation rate | 86.5% | 73.2%+13.3pp | 79.7%+6.9pp | 69.5%+17.0pp |
| Annual return | 9.26% | 23.30%-14.0pp | 335.11%-325.9pp | 73.15%-63.9pp |
| Employer contribution / active EE | $1,446 | $2,223-35.0% | $3,786-61.8% | $2,343-38.3% |
| Participant deferral / active EE | $1,879 | $3,297-43.0% | $4,482-58.1% | $3,332-43.6% |
| Admin fee / account holder | $385 | $5,066-92.4% | $8,021-95.2% | $4,645-91.7% |