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 | $15,735 | $78,428-79.9% | $95,960-83.6% | $79,852-80.3% |
| Participation rate | 96.9% | 73.5%+23.4pp | 77.1%+19.8pp | 69.6%+27.3pp |
| Annual return | 2.24% | 19.37%-17.1pp | 91.63%-89.4pp | 31.72%-29.5pp |
| Employer contribution / active EE | $1,585 | $1,945-18.5% | $2,541-37.6% | $2,471-35.9% |
| Participant deferral / active EE | $2,561 | $3,440-25.5% | $4,167-38.5% | $3,740-31.5% |
| Admin fee / account holder | $2,395 | $5,622-57.4% | $6,797-64.8% | $5,306-54.9% |