Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $4,694 | $227,399-97.9% | $189,758-97.5% | $198,609-97.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 3.12% | 61.03%-57.9pp | 52.62%-49.5pp | 202.70%-199.6pp |
| Employer contribution / active EE | $20,132 | $5,526+264.3% | $4,767+322.4% | $5,055+298.2% |
| Participant deferral / active EE | $10,672 | $6,837+56.1% | $5,856+82.2% | $6,977+53.0% |
| Admin fee / account holder | $29,079 | $25,162+15.6% | $20,388+42.6% | $19,030+52.8% |