Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,762 | $102,422-90.5% | $147,117-93.4% | $80,959-87.9% |
| Participation rate | 86.9% | 75.9%+11.0pp | 82.2%+4.7pp | 67.7%+19.2pp |
| Annual return | 11.47% | 135.16%-123.7pp | 420.54%-409.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,449 | $3,717-61.0% | $4,932-70.6% | $2,757-47.5% |
| Participant deferral / active EE | $2,945 | $6,652-55.7% | $8,065-63.5% | $4,300-31.5% |
| Admin fee / account holder | $3,001 | $7,953-62.3% | $12,993-76.9% | $6,925-56.7% |