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 | $12,719 | $60,349-78.9% | $74,184-82.9% | $62,881-79.8% |
| Participation rate | 86.1% | 72.7%+13.4pp | 76.6%+9.5pp | 69.3%+16.8pp |
| Annual return | 0.41% | 21.38%-21.0pp | 17.74%-17.3pp | 20.14%-19.7pp |
| Employer contribution / active EE | $337 | $1,680-79.9% | $2,370-85.8% | $2,281-85.2% |
| Participant deferral / active EE | $1,637 | $2,856-42.7% | $3,550-53.9% | $3,203-48.9% |
| Admin fee / account holder | $746 | $4,261-82.5% | $5,586-86.6% | $4,296-82.6% |