Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,239 | $111,830-90.8% | $93,696-89.1% | $145,884-93.0% |
| Participation rate | 76.5% | 74.2%+2.3pp | 68.7%+7.7pp | 80.3%-3.8pp |
| Annual return | 1.04% | 204.08%-203.0pp | 133.74%-132.7pp | 551.85%-550.8pp |
| Employer contribution / active EE | $1,607 | $3,093-48.1% | $2,422-33.7% | $4,662-65.5% |
| Participant deferral / active EE | $2,826 | $4,920-42.6% | $4,417-36.0% | $6,690-57.8% |
| Admin fee / account holder | $960 | $10,249-90.6% | $8,287-88.4% | $13,392-92.8% |