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.
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 | $19,796 | $127,387-84.5% | $115,038-82.8% | $125,389-84.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.15% | 31.28%-39.4pp | 26.14%-34.3pp | 282.24%-290.4pp |
| Employer contribution / active EE | $483 | $5,166-90.7% | $4,608-89.5% | $4,866-90.1% |
| Participant deferral / active EE | $5,237 | $6,423-18.5% | $6,026-13.1% | $5,352-2.1% |
| Admin fee / account holder | $1,640 | $9,516-82.8% | $8,175-79.9% | $9,541-82.8% |