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 | $10,125 | $167,504-94.0% | $151,628-93.3% | $134,509-92.5% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -41.46% | 7.81%-49.3pp | 3.34%-44.8pp | 418.13%-459.6pp |
| Employer contribution / active EE | $2,064 | $6,828-69.8% | $6,165-66.5% | $4,741-56.5% |
| Participant deferral / active EE | $3,836 | $8,985-57.3% | $8,363-54.1% | $6,400-40.1% |
| Admin fee / account holder | $462 | $13,779-96.6% | $11,613-96.0% | $11,427-96.0% |