Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,714 | $105,284-87.0% | $150,734-90.9% | $94,015-85.4% |
| Participation rate | 93.2% | 71.7%+21.5pp | 78.4%+14.8pp | 70.8%+22.4pp |
| Annual return | 4.74% | 15.67%-10.9pp | 600.81%-596.1pp | 17.84%-13.1pp |
| Employer contribution / active EE | $595 | $3,599-83.5% | $4,918-87.9% | $2,790-78.7% |
| Participant deferral / active EE | $2,348 | $4,274-45.1% | $5,610-58.1% | $4,249-44.7% |
| Admin fee / account holder | $2,250 | $9,839-77.1% | $14,905-84.9% | $8,951-74.9% |