Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,149 | $73,863-91.7% | $143,797-95.7% | $68,490-91.0% |
| Participation rate | 85.2% | 66.7%+18.5pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -23.53% | 0.91%-24.4pp | -0.04%-23.5pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,557 | $3,185-51.1% | $4,952-68.6% | $2,597-40.0% |
| Participant deferral / active EE | $1,884 | $3,385-44.3% | $5,638-66.6% | $4,028-53.2% |
| Admin fee / account holder | $768 | $5,756-86.7% | $14,679-94.8% | $5,403-85.8% |