Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,084 | $76,551-79.0% | $123,894-87.0% | $62,881-74.4% |
| Participation rate | 71.8% | 73.0%-1.2pp | 81.4%-9.6pp | 69.3%+2.5pp |
| Annual return | 4.67% | 18.68%-14.0pp | 47.52%-42.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,534 | $2,882-46.8% | $4,617-66.8% | $2,281-32.8% |
| Participant deferral / active EE | $1,822 | $4,840-62.3% | $5,984-69.5% | $3,203-43.1% |
| Admin fee / account holder | $816 | $4,826-83.1% | $8,357-90.2% | $4,296-81.0% |