Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,909 | $106,524-91.6% | $152,301-94.2% | $87,485-89.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 7.09% | 26.89%-19.8pp | 80.50%-73.4pp | 26.06%-19.0pp |
| Employer contribution / active EE | $1,615 | $3,371-52.1% | $4,624-65.1% | $2,596-37.8% |
| Participant deferral / active EE | $1,977 | $6,525-69.7% | $8,004-75.3% | $4,274-53.7% |
| Admin fee / account holder | $573 | $8,287-93.1% | $14,398-96.0% | $7,775-92.6% |