Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,175 | $73,848-87.6% | $143,799-93.6% | $68,486-86.6% |
| Participation rate | 81.3% | 66.7%+14.6pp | 80.3%+0.9pp | 67.9%+13.4pp |
| Annual return | -26.89% | 0.91%-27.8pp | -0.04%-26.8pp | -7.85%-19.0pp |
| Employer contribution / active EE | $1,952 | $3,184-38.7% | $4,952-60.6% | $2,597-24.8% |
| Participant deferral / active EE | $3,176 | $3,385-6.2% | $5,638-43.7% | $4,028-21.1% |
| Admin fee / account holder | $1,084 | $5,755-81.2% | $14,677-92.6% | $5,404-79.9% |