Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,519 | $115,810-97.8% | $101,271-97.5% | $158,966-98.4% |
| Participation rate | 70.8% | 79.4%-8.5pp | 75.8%-5.0pp | 82.0%-11.1pp |
| Annual return | 3.70% | 56.15%-52.4pp | 46.48%-42.8pp | 302.95%-299.2pp |
| Employer contribution / active EE | $901 | $4,175-78.4% | $3,660-75.4% | $4,762-81.1% |
| Participant deferral / active EE | $1,383 | $4,958-72.1% | $4,371-68.4% | $5,983-76.9% |
| Admin fee / account holder | $936 | $7,248-87.1% | $5,948-84.3% | $11,250-91.7% |