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 | $5,750 | $209,425-97.3% | $178,499-96.8% | $158,966-96.4% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -1.20% | 188.80%-190.0pp | 151.10%-152.3pp | 302.95%-304.2pp |
| Employer contribution / active EE | $2,500 | $5,707-56.2% | $5,011-50.1% | $4,762-47.5% |
| Participant deferral / active EE | $1,860 | $5,955-68.8% | $5,202-64.3% | $5,983-68.9% |
| Admin fee / account holder | $4,581 | $17,078-73.2% | $13,986-67.2% | $11,250-59.3% |