Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,204 | $58,258-91.1% | $81,820-93.6% | $80,925-93.6% |
| Participation rate | 91.1% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.5pp |
| Annual return | 6.76% | 41.76%-35.0pp | 777.93%-771.2pp | 35.65%-28.9pp |
| Employer contribution / active EE | $66 | $2,345-97.2% | $2,915-97.7% | $2,756-97.6% |
| Participant deferral / active EE | $4,601 | $3,284+40.1% | $4,323+6.4% | $4,299+7.0% |
| Admin fee / account holder | $773 | $4,976-84.5% | $7,391-89.5% | $6,940-88.9% |