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 | $8,446 | $48,364-82.5% | $71,796-88.2% | $62,881-86.6% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 2.55% | 13.16%-10.6pp | 78.04%-75.5pp | 20.14%-17.6pp |
| Employer contribution / active EE | $741 | $1,042-28.9% | $1,924-61.5% | $2,281-67.5% |
| Participant deferral / active EE | $1,424 | $2,091-31.9% | $2,794-49.0% | $3,203-55.5% |
| Admin fee / account holder | $2,378 | $3,771-37.0% | $4,815-50.6% | $4,296-44.7% |