Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,106 | $81,403-96.2% | $147,027-97.9% | $87,485-96.4% |
| Participation rate | 81.3% | 63.4%+17.8pp | 73.7%+7.5pp | 68.9%+12.3pp |
| Annual return | -10.01% | 16.51%-26.5pp | 20.23%-30.2pp | 26.06%-36.1pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,551 | $3,315-53.2% | $4,933-68.6% | $4,274-63.7% |
| Admin fee / account holder | $1,024 | $6,755-84.8% | $12,223-91.6% | $7,775-86.8% |