Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,327 | $146,267-79.3% | $197,124-84.6% | $82,448-63.2% |
| Participation rate | 93.0% | 84.0%+9.0pp | 86.7%+6.3pp | 68.1%+25.0pp |
| Annual return | 10.01% | 29.61%-19.6pp | 44.34%-34.3pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,643 | $7,035-5.6% | $9,135-27.3% | $4,139+60.5% |
| Admin fee / account holder | $3,004 | $14,422-79.2% | $16,298-81.6% | $7,234-58.5% |