Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,263 | $80,812-93.5% | $160,784-96.7% | $82,448-93.6% |
| Participation rate | 93.9% | 66.2%+27.7pp | 77.0%+17.0pp | 68.1%+25.9pp |
| Annual return | 12.36% | 100.59%-88.2pp | 1803.92%-1791.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $565 | $2,174-74.0% | $3,733-84.9% | $2,551-77.9% |
| Participant deferral / active EE | $1,434 | $4,335-66.9% | $6,293-77.2% | $4,139-65.4% |
| Admin fee / account holder | $1,195 | $7,695-84.5% | $9,717-87.7% | $7,234-83.5% |