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 | $21,201 | $106,115-80.0% | $85,969-75.3% | $125,389-83.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.24% | 13.93%-18.2pp | 9.32%-13.6pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,229 | $4,537-72.9% | $3,474-64.6% | $4,866-74.7% |
| Participant deferral / active EE | $1,560 | $4,859-67.9% | $3,829-59.3% | $5,352-70.8% |
| Admin fee / account holder | $940 | $8,144-88.5% | $6,053-84.5% | $9,541-90.1% |