Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $817 | $88,702-99.1% | $81,780-99.0% | $145,978-99.4% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.4%+9.5pp | 80.3%+1.5pp |
| Annual return | 5.26% | 1029.12%-1023.9pp | 776.27%-771.0pp | 550.52%-545.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,075 | $4,645-76.8% | $4,321-75.1% | $6,690-83.9% |
| Admin fee / account holder | $370 | $8,414-95.6% | $7,384-95.0% | $13,400-97.2% |