Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,426 | $81,504-83.5% | $102,437-86.9% | $80,959-83.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 10.31% | 25.60%-15.3pp | 24.95%-14.6pp | 35.67%-25.4pp |
| Employer contribution / active EE | $2,142 | $3,104-31.0% | $3,871-44.7% | $2,757-22.3% |
| Participant deferral / active EE | $1,366 | $3,871-64.7% | $5,060-73.0% | $4,300-68.2% |
| Admin fee / account holder | $314 | $6,719-95.3% | $8,388-96.3% | $6,925-95.5% |