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 | $8,481 | $126,661-93.3% | $113,397-92.5% | $138,895-93.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 7.65% | 25.05%-17.4pp | 23.20%-15.6pp | 145.39%-137.7pp |
| Employer contribution / active EE | $1,483 | $3,456-57.1% | $2,977-50.2% | $4,194-64.6% |
| Participant deferral / active EE | $2,223 | $5,693-60.9% | $5,076-56.2% | $6,396-65.2% |
| Admin fee / account holder | $4,930 | $14,549-66.1% | $11,957-58.8% | $12,562-60.8% |