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 | $4,295 | $69,274-93.8% | $64,097-93.3% | $139,487-96.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | -18.01% | 46.00%-64.0pp | 33.75%-51.8pp | 373.84%-391.9pp |
| Employer contribution / active EE | $1,624 | $3,187-49.1% | $2,750-41.0% | $4,755-65.9% |
| Participant deferral / active EE | $1,909 | $4,685-59.3% | $3,881-50.8% | $6,713-71.6% |
| Admin fee / account holder | $1,783 | $4,247-58.0% | $3,070-41.9% | $11,407-84.4% |