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 | $10,095 | $90,448-88.8% | $93,786-89.2% | $134,545-92.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -25.82% | -15.71%-10.1pp | -11.32%-14.5pp | 418.37%-444.2pp |
| Employer contribution / active EE | $3,142 | $4,349-27.7% | $4,328-27.4% | $4,742-33.7% |
| Participant deferral / active EE | $4,630 | $5,983-22.6% | $6,100-24.1% | $6,401-27.7% |
| Admin fee / account holder | $484 | $9,232-94.8% | $7,184-93.3% | $11,431-95.8% |