Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,135 | $139,948-87.0% | $121,663-85.1% | $154,746-88.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 7.75% | 230.52%-222.8pp | 147.54%-139.8pp | 172.34%-164.6pp |
| Employer contribution / active EE | $1,661 | $3,521-52.8% | $3,020-45.0% | $4,379-62.1% |
| Participant deferral / active EE | $3,556 | $5,629-36.8% | $4,887-27.2% | $6,730-47.2% |
| Admin fee / account holder | $3,660 | $17,321-78.9% | $14,289-74.4% | $14,365-74.5% |