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 | $4,416 | $60,442-92.7% | $96,754-95.4% | $87,485-95.0% |
| Participation rate | 84.6% | 58.7%+25.9pp | 70.3%+14.3pp | 68.9%+15.7pp |
| Annual return | 4.70% | 21.97%-17.3pp | 82.04%-77.3pp | 26.06%-21.4pp |
| Employer contribution / active EE | $2,489 | $1,691+47.2% | $2,679-7.1% | $2,596-4.1% |
| Participant deferral / active EE | $1,833 | $3,280-44.1% | $4,758-61.5% | $4,274-57.1% |
| Admin fee / account holder | $475 | $5,069-90.6% | $8,905-94.7% | $7,775-93.9% |