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 | $9,662 | $70,684-86.3% | $169,397-94.3% | $75,177-87.1% |
| Participation rate | 76.9% | 64.8%+12.1pp | 77.2%-0.3pp | 67.2%+9.7pp |
| Annual return | 4.59% | 36.38%-31.8pp | 406.23%-401.6pp | 160.75%-156.2pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,024 | $4,310-76.2% | $6,223-83.5% | $4,126-75.2% |
| Admin fee / account holder | $602 | $5,404-88.9% | $9,017-93.3% | $5,651-89.3% |