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 | $11,901 | $99,875-88.1% | $146,866-91.9% | $86,983-86.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.67% | 28.10%-14.4pp | 102.85%-89.2pp | 25.83%-12.2pp |
| Employer contribution / active EE | $1,371 | $3,224-57.5% | $4,425-69.0% | $2,584-47.0% |
| Participant deferral / active EE | $3,112 | $6,322-50.8% | $7,759-59.9% | $4,194-25.8% |
| Admin fee / account holder | $362 | $7,838-95.4% | $13,620-97.3% | $7,856-95.4% |