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 | $9,380 | $156,398-94.0% | $147,318-93.6% | $138,895-93.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.56% | 78.75%-71.2pp | 70.43%-62.9pp | 145.39%-137.8pp |
| Employer contribution / active EE | $1,472 | $4,853-69.7% | $4,593-68.0% | $4,194-64.9% |
| Participant deferral / active EE | $2,739 | $8,237-66.8% | $7,906-65.4% | $6,396-57.2% |
| Admin fee / account holder | $840 | $14,976-94.4% | $13,708-93.9% | $12,562-93.3% |