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 | $16,384 | $138,075-88.1% | $123,552-86.7% | $135,379-87.9% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -16.83% | 153.70%-170.5pp | 119.20%-136.0pp | 519.79%-536.6pp |
| Employer contribution / active EE | $1,479 | $5,152-71.3% | $4,628-68.1% | $4,779-69.1% |
| Participant deferral / active EE | $3,008 | $6,800-55.8% | $6,426-53.2% | $5,609-46.4% |
| Admin fee / account holder | $1,120 | $10,917-89.7% | $9,285-87.9% | $10,828-89.7% |