Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,581 | $133,998-91.4% | $112,263-89.7% | $134,545-91.4% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -21.44% | 47.17%-68.6pp | 27.49%-48.9pp | 418.37%-439.8pp |
| Employer contribution / active EE | $1,038 | $4,040-74.3% | $3,636-71.4% | $4,742-78.1% |
| Participant deferral / active EE | $4,147 | $5,292-21.6% | $4,729-12.3% | $6,401-35.2% |
| Admin fee / account holder | $1,978 | $7,493-73.6% | $6,410-69.1% | $11,431-82.7% |