Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,598 | $58,627-93.9% | $76,735-95.3% | $82,448-95.6% |
| Participation rate | 91.0% | 63.2%+27.8pp | 69.5%+21.5pp | 68.1%+23.0pp |
| Annual return | 11.99% | 39.10%-27.1pp | 29.77%-17.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $715 | $1,729-58.7% | $2,454-70.9% | $2,551-72.0% |
| Participant deferral / active EE | $1,545 | $3,134-50.7% | $4,088-62.2% | $4,139-62.7% |
| Admin fee / account holder | $2,174 | $5,323-59.2% | $7,189-69.8% | $7,234-69.9% |