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 | $13,711 | $198,457-93.1% | $170,435-92.0% | $147,586-90.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.90% | 257.30%-249.4pp | 205.94%-198.0pp | 578.59%-570.7pp |
| Employer contribution / active EE | $1,806 | $6,183-70.8% | $5,432-66.7% | $4,876-63.0% |
| Participant deferral / active EE | $4,887 | $5,629-13.2% | $4,939-1.1% | $5,439-10.1% |
| Admin fee / account holder | $703 | $16,852-95.8% | $13,881-94.9% | $10,886-93.5% |