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 | $15,396 | $107,363-85.7% | $92,909-83.4% | $152,897-89.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 11.06% | 145.63%-134.6pp | 109.44%-98.4pp | 345.43%-334.4pp |
| Employer contribution / active EE | $9,313 | $4,222+120.6% | $3,653+154.9% | $4,764+95.5% |
| Participant deferral / active EE | $5,333 | $4,848+10.0% | $4,238+25.8% | $5,851-8.8% |
| Admin fee / account holder | $1,035 | $7,082-85.4% | $5,795-82.1% | $11,599-91.1% |