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 | $25,607 | $87,733-70.8% | $106,554-76.0% | $85,851-70.2% |
| Participation rate | 78.6% | 71.9%+6.6pp | 76.1%+2.4pp | 69.3%+9.3pp |
| Annual return | -55.65% | 21.86%-77.5pp | 26.80%-82.4pp | 318.63%-374.3pp |
| Employer contribution / active EE | $698 | $2,073-66.3% | $2,819-75.3% | $2,565-72.8% |
| Participant deferral / active EE | $1,737 | $3,469-49.9% | $4,398-60.5% | $3,952-56.0% |
| Admin fee / account holder | $2,332 | $6,767-65.5% | $7,408-68.5% | $6,261-62.8% |