Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,917 | $52,678-92.6% | $75,784-94.8% | $59,633-93.4% |
| Participation rate | 86.2% | 67.2%+19.0pp | 75.8%+10.4pp | 68.7%+17.5pp |
| Annual return | -10.86% | 2.95%-13.8pp | 9.68%-20.5pp | 2041.45%-2052.3pp |
| Employer contribution / active EE | $850 | $2,193-61.2% | $3,323-74.4% | $2,203-61.4% |
| Participant deferral / active EE | $2,019 | $2,591-22.1% | $3,652-44.7% | $3,192-36.7% |
| Admin fee / account holder | $2,487 | $3,610-31.1% | $5,300-53.1% | $4,297-42.1% |