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 | $7,824 | $77,908-90.0% | $149,696-94.8% | $75,173-89.6% |
| Participation rate | 93.4% | 65.6%+27.9pp | 78.8%+14.7pp | 67.2%+26.2pp |
| Annual return | 10.19% | 31.73%-21.5pp | 134.46%-124.3pp | 160.72%-150.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $715 | $3,411-79.1% | $5,682-87.4% | $4,126-82.7% |
| Admin fee / account holder | $345 | $5,950-94.2% | $13,212-97.4% | $5,651-93.9% |