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 | $8,169 | $154,228-94.7% | $145,433-94.4% | $137,256-94.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 3.92% | 74.59%-70.7pp | 66.58%-62.7pp | 220.34%-216.4pp |
| Employer contribution / active EE | $1,026 | $4,804-78.6% | $4,554-77.5% | $4,156-75.3% |
| Participant deferral / active EE | $1,669 | $8,216-79.7% | $7,897-78.9% | $6,407-74.0% |
| Admin fee / account holder | $1,085 | $14,344-92.4% | $13,129-91.7% | $12,270-91.2% |