Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,599 | $83,369-80.1% | $105,223-84.2% | $67,986-75.6% |
| Participation rate | 92.9% | 56.3%+36.6pp | 75.0%+17.9pp | 57.2%+35.7pp |
| Annual return | 10.39% | 24.64%-14.3pp | 180.65%-170.3pp | 31.67%-21.3pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,540 | $3,295-22.9% | $5,072-49.9% | $3,358-24.4% |
| Admin fee / account holder | $614 | $4,073-84.9% | $8,859-93.1% | $3,203-80.8% |