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 | $5,913 | $80,812-92.7% | $160,784-96.3% | $82,448-92.8% |
| Participation rate | 82.1% | 66.2%+15.9pp | 77.0%+5.2pp | 68.1%+14.1pp |
| Annual return | -3.53% | 100.59%-104.1pp | 1803.92%-1807.5pp | 41.64%-45.2pp |
| Employer contribution / active EE | $883 | $2,174-59.4% | $3,733-76.3% | $2,551-65.4% |
| Participant deferral / active EE | $2,324 | $4,335-46.4% | $6,293-63.1% | $4,139-43.9% |
| Admin fee / account holder | $666 | $7,695-91.3% | $9,717-93.1% | $7,234-90.8% |