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 | $3,835 | $129,737-97.0% | $119,126-96.8% | $154,746-97.5% |
| Participation rate | 73.3% | 78.9%-5.5pp | 75.8%-2.4pp | 80.7%-7.4pp |
| Annual return | 9.10% | 379.08%-370.0pp | 282.11%-273.0pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,386 | $5,842-59.2% | $5,318-55.1% | $6,730-64.5% |
| Admin fee / account holder | $318 | $11,961-97.3% | $10,693-97.0% | $14,365-97.8% |