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 | $11,835 | $110,212-89.3% | $96,534-87.7% | $139,466-91.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 9.32% | 26.42%-17.1pp | 25.88%-16.6pp | 373.66%-364.3pp |
| Employer contribution / active EE | $5,317 | $3,620+46.9% | $2,965+79.3% | $4,754+11.8% |
| Participant deferral / active EE | $3,294 | $5,547-40.6% | $4,851-32.1% | $6,712-50.9% |
| Admin fee / account holder | $995 | $11,599-91.4% | $8,253-88.0% | $11,409-91.3% |