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 | $18,275 | $181,896-90.0% | $156,551-88.3% | $273,972-93.3% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | -0.28% | 30.74%-31.0pp | 32.23%-32.5pp | 41.46%-41.7pp |
| Employer contribution / active EE | $2,837 | $6,248-54.6% | $5,501-48.4% | $4,869-41.7% |
| Participant deferral / active EE | $1,059 | $5,550-80.9% | $4,871-78.3% | $5,287-80.0% |
| Admin fee / account holder | $382 | $15,560-97.5% | $13,028-97.1% | $10,133-96.2% |