Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,294 | $58,311-89.2% | $81,882-92.3% | $80,959-92.2% |
| Participation rate | 83.3% | 63.5%+19.8pp | 72.4%+10.9pp | 67.7%+15.7pp |
| Annual return | 2.69% | 41.85%-39.2pp | 779.47%-776.8pp | 35.67%-33.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,627 | $3,287-20.1% | $4,323-39.2% | $4,300-38.9% |
| Admin fee / account holder | $895 | $4,752-81.2% | $7,360-87.8% | $6,925-87.1% |