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 | $18,838 | $202,342-90.7% | $172,752-89.1% | $152,897-87.7% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 9.07% | 1029.83%-1020.8pp | 802.97%-793.9pp | 345.43%-336.4pp |
| Employer contribution / active EE | $1,866 | $5,858-68.1% | $5,144-63.7% | $4,764-60.8% |
| Participant deferral / active EE | $192 | $5,948-96.8% | $5,198-96.3% | $5,851-96.7% |
| Admin fee / account holder | $2,400 | $17,111-86.0% | $13,955-82.8% | $11,599-79.3% |