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 | $21,214 | $81,208-73.9% | $98,920-78.6% | $79,856-73.4% |
| Participation rate | 89.7% | 72.5%+17.2pp | 76.0%+13.7pp | 69.6%+20.1pp |
| Annual return | 9.22% | 60.99%-51.8pp | 196.47%-187.3pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,366 | $3,265-27.5% | $4,245-44.3% | $3,741-36.8% |
| Admin fee / account holder | $4,005 | $6,013-33.4% | $6,643-39.7% | $5,306-24.5% |