Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,214 | $94,436-71.2% | $115,599-76.5% | $82,637-67.1% |
| Participation rate | 94.4% | 70.4%+24.0pp | 74.3%+20.2pp | 68.1%+26.4pp |
| Annual return | 10.49% | 18.37%-7.9pp | 111.10%-100.6pp | 53.51%-43.0pp |
| Employer contribution / active EE | $3,611 | $2,324+55.4% | $2,955+22.2% | $2,552+41.5% |
| Participant deferral / active EE | $5,070 | $3,955+28.2% | $4,889+3.7% | $4,126+22.9% |
| Admin fee / account holder | $7,876 | $10,328-23.7% | $12,841-38.7% | $7,339+7.3% |