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 | $27,164 | $209,425-87.0% | $178,499-84.8% | $158,966-82.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.46% | 188.80%-183.3pp | 151.10%-145.6pp | 302.95%-297.5pp |
| Employer contribution / active EE | $2,093 | $5,707-63.3% | $5,011-58.2% | $4,762-56.1% |
| Participant deferral / active EE | $293 | $5,955-95.1% | $5,202-94.4% | $5,983-95.1% |
| Admin fee / account holder | $1,255 | $17,078-92.7% | $13,986-91.0% | $11,250-88.8% |