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 | $9,136 | $115,796-92.1% | $101,264-91.0% | $158,950-94.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.38% | 56.15%-53.8pp | 46.48%-44.1pp | 302.91%-300.5pp |
| Employer contribution / active EE | $2,319 | $4,175-44.5% | $3,660-36.6% | $4,762-51.3% |
| Participant deferral / active EE | $3,811 | $4,958-23.1% | $4,370-12.8% | $5,983-36.3% |
| Admin fee / account holder | $2,135 | $7,247-70.5% | $5,947-64.1% | $11,248-81.0% |