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 | $11,414 | $49,177-76.8% | $79,466-85.6% | $64,173-82.2% |
| Participation rate | 76.3% | 65.0%+11.3pp | 73.3%+3.0pp | 69.6%+6.7pp |
| Annual return | -9.14% | -1.16%-8.0pp | 718.28%-727.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,850 | $2,821+1.0% | $3,704-23.1% | $3,470-17.9% |
| Admin fee / account holder | $1,243 | $3,839-67.6% | $5,104-75.7% | $4,887-74.6% |