Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,403 | $48,267-90.9% | $68,808-93.6% | $68,486-93.6% |
| Participation rate | 73.1% | 60.7%+12.4pp | 69.0%+4.1pp | 67.9%+5.2pp |
| Annual return | -21.99% | -12.70%-9.3pp | -6.37%-15.6pp | -7.85%-14.1pp |
| Employer contribution / active EE | $879 | $1,829-52.0% | $2,656-66.9% | $2,597-66.2% |
| Participant deferral / active EE | $1,256 | $2,867-56.2% | $3,942-68.1% | $4,028-68.8% |
| Admin fee / account holder | $315 | $4,362-92.8% | $4,936-93.6% | $5,404-94.2% |