Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,530 | $82,674-80.0% | $125,381-86.8% | $68,486-75.9% |
| Participation rate | 84.6% | 75.1%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -27.97% | -5.97%-22.0pp | 572.31%-600.3pp | -7.85%-20.1pp |
| Employer contribution / active EE | $148 | $3,382-95.6% | $4,815-96.9% | $2,597-94.3% |
| Participant deferral / active EE | $3,932 | $6,111-35.7% | $7,448-47.2% | $4,028-2.4% |
| Admin fee / account holder | $1,865 | $6,277-70.3% | $10,007-81.4% | $5,404-65.5% |