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 | $15,553 | $142,361-89.1% | $119,608-87.0% | $134,509-88.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -37.25% | -12.46%-24.8pp | -14.98%-22.3pp | 418.13%-455.4pp |
| Employer contribution / active EE | $4,468 | $5,224-14.5% | $4,232+5.6% | $4,741-5.7% |
| Participant deferral / active EE | $21,542 | $6,468+233.0% | $5,601+284.6% | $6,400+236.6% |
| Admin fee / account holder | $9,807 | $13,588-27.8% | $10,326-5.0% | $11,427-14.2% |