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 | $12,147 | $168,636-92.8% | $147,618-91.8% | $125,388-90.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.72% | 77.65%-81.4pp | 61.98%-65.7pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,392 | $6,252-77.7% | $5,565-75.0% | $4,866-71.4% |
| Participant deferral / active EE | $759 | $5,507-86.2% | $4,895-84.5% | $5,352-85.8% |
| Admin fee / account holder | $785 | $13,580-94.2% | $11,612-93.2% | $9,541-91.8% |