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 | $26,311 | $91,537-71.3% | $130,045-79.8% | $75,173-65.0% |
| Participation rate | 76.7% | 71.5%+5.2pp | 78.5%-1.8pp | 67.2%+9.5pp |
| Annual return | 12.13% | -631.55%+643.7pp | -137.30%+149.4pp | 160.72%-148.6pp |
| Employer contribution / active EE | $1,381 | $2,845-51.5% | $4,321-68.0% | $2,671-48.3% |
| Participant deferral / active EE | $3,021 | $4,343-30.4% | $5,820-48.1% | $4,126-26.8% |
| Admin fee / account holder | $1,950 | $6,780-71.2% | $10,600-81.6% | $5,651-65.5% |