Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,540 | $81,870-79.8% | $119,634-86.2% | $68,490-75.9% |
| Participation rate | 78.0% | 71.9%+6.1pp | 79.3%-1.3pp | 67.9%+10.1pp |
| Annual return | -20.22% | -23.82%+3.6pp | -14.98%-5.2pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,839 | $2,692-31.7% | $4,232-56.5% | $2,597-29.2% |
| Participant deferral / active EE | $3,487 | $4,148-15.9% | $5,601-37.8% | $4,028-13.4% |
| Admin fee / account holder | $1,407 | $6,583-78.6% | $10,329-86.4% | $5,403-74.0% |