Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,730 | $72,404-67.2% | $110,241-78.5% | $64,181-63.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -11.24% | -6.29%-5.0pp | 314.75%-326.0pp | 7.63%-18.9pp |
| Employer contribution / active EE | $4,671 | $2,282+104.7% | $3,827+22.1% | $2,381+96.2% |
| Participant deferral / active EE | $3,967 | $3,469+14.4% | $4,672-15.1% | $3,470+14.3% |
| Admin fee / account holder | $358 | $5,664-93.7% | $8,548-95.8% | $4,887-92.7% |