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 | $4,052 | $76,551-94.7% | $123,894-96.7% | $62,881-93.6% |
| Participation rate | 91.9% | 73.0%+18.9pp | 81.4%+10.5pp | 69.3%+22.6pp |
| Annual return | 2.03% | 18.68%-16.6pp | 47.52%-45.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,364 | $4,840-71.8% | $5,984-77.2% | $3,203-57.4% |
| Admin fee / account holder | $328 | $4,826-93.2% | $8,357-96.1% | $4,296-92.4% |