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 | $2,259 | $56,063-96.0% | $76,051-97.0% | $80,911-97.2% |
| Participation rate | 82.1% | 62.0%+20.1pp | 69.1%+13.1pp | 67.6%+14.5pp |
| Annual return | 4.86% | 20.54%-15.7pp | 360.42%-355.6pp | 35.63%-30.8pp |
| Employer contribution / active EE | $633 | $1,874-66.2% | $2,690-76.5% | $2,756-77.0% |
| Participant deferral / active EE | $1,046 | $3,052-65.7% | $4,257-75.4% | $4,297-75.7% |
| Admin fee / account holder | $330 | $5,240-93.7% | $6,416-94.9% | $6,935-95.2% |