Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,125 | $82,674-80.5% | $125,363-87.1% | $68,495-76.5% |
| Participation rate | 98.3% | 75.0%+23.3pp | 82.4%+16.0pp | 67.9%+30.4pp |
| Annual return | -21.01% | -5.97%-15.0pp | 572.15%-593.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,814 | $3,382-16.8% | $4,815-41.6% | $2,596+8.4% |
| Participant deferral / active EE | $6,983 | $6,111+14.3% | $7,447-6.2% | $4,028+73.4% |
| Admin fee / account holder | $2,966 | $6,276-52.7% | $10,005-70.4% | $5,403-45.1% |