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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,867 | $91,559-75.0% | $133,978-82.9% | $79,856-71.4% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | -3.49% | 61.85%-65.3pp | 45.10%-48.6pp | 31.71%-35.2pp |
| Employer contribution / active EE | $981 | $2,384-58.9% | $3,919-75.0% | $2,471-60.3% |
| Participant deferral / active EE | $1,439 | $3,734-61.5% | $5,047-71.5% | $3,741-61.5% |
| Admin fee / account holder | $10,139 | $6,321+60.4% | $8,930+13.5% | $5,306+91.1% |