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 | $2,570 | $72,426-96.5% | $67,560-96.2% | $145,897-98.2% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.8pp | 80.3%-2.5pp |
| Annual return | 2.93% | 7226.78%-7223.8pp | 3533.50%-3530.6pp | 552.29%-549.4pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,075 | $4,785-77.5% | $4,004-73.2% | $6,689-83.9% |
| Admin fee / account holder | $302 | $5,514-94.5% | $3,994-92.4% | $13,390-97.7% |