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.
Employer 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 | $27,163 | $86,298-68.5% | $111,308-75.6% | $85,847-68.4% |
| Participation rate | 79.7% | 73.3%+6.4pp | 77.3%+2.4pp | 69.3%+10.4pp |
| Annual return | 9.25% | 19.99%-10.7pp | 54.67%-45.4pp | 318.61%-309.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,547 | $3,641-30.1% | $4,487-43.2% | $3,952-35.6% |
| Admin fee / account holder | $1,428 | $8,189-82.6% | $7,965-82.1% | $6,261-77.2% |