Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,759 | $106,749-78.7% | $145,433-84.4% | $82,448-72.4% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 13.04% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,167 | $3,444-37.1% | $4,554-52.4% | $2,551-15.1% |
| Participant deferral / active EE | $2,625 | $6,519-59.7% | $7,897-66.8% | $4,139-36.6% |
| Admin fee / account holder | $1,713 | $8,390-79.6% | $13,129-87.0% | $7,234-76.3% |