Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,321 | $160,028-91.1% | $147,080-90.3% | $145,884-90.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | -0.17% | 98.60%-98.8pp | 420.17%-420.3pp | 551.85%-552.0pp |
| Employer contribution / active EE | $2,664 | $5,286-49.6% | $4,933-46.0% | $4,662-42.9% |
| Participant deferral / active EE | $3,215 | $8,422-61.8% | $8,066-60.1% | $6,690-51.9% |
| Admin fee / account holder | $1,939 | $15,030-87.1% | $12,989-85.1% | $13,392-85.5% |