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 | $4,471 | $100,805-95.6% | $86,698-94.8% | $134,532-96.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -28.64% | 29.09%-57.7pp | 35.95%-64.6pp | 418.27%-446.9pp |
| Employer contribution / active EE | $1,200 | $3,490-65.6% | $2,837-57.7% | $4,741-74.7% |
| Participant deferral / active EE | $2,518 | $5,339-52.8% | $4,656-45.9% | $6,401-60.7% |
| Admin fee / account holder | $314 | $10,925-97.1% | $7,493-95.8% | $11,429-97.3% |