Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,509 | $65,027-82.3% | $90,970-87.3% | $79,852-85.6% |
| Participation rate | 79.5% | 61.6%+17.9pp | 69.0%+10.5pp | 69.6%+9.8pp |
| Annual return | 8.77% | 30.45%-21.7pp | 134.58%-125.8pp | 31.72%-22.9pp |
| Employer contribution / active EE | $985 | $1,247-21.0% | $2,122-53.6% | $2,471-60.1% |
| Participant deferral / active EE | $2,313 | $2,512-7.9% | $3,373-31.4% | $3,740-38.2% |
| Admin fee / account holder | $444 | $4,535-90.2% | $5,960-92.5% | $5,306-91.6% |