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 | $5,060 | $80,812-93.7% | $160,784-96.9% | $82,448-93.9% |
| Participation rate | 80.6% | 66.2%+14.4pp | 77.0%+3.7pp | 68.1%+12.6pp |
| Annual return | 12.68% | 100.59%-87.9pp | 1803.92%-1791.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,083 | $2,174-50.2% | $3,733-71.0% | $2,551-57.6% |
| Participant deferral / active EE | $1,215 | $4,335-72.0% | $6,293-80.7% | $4,139-70.6% |
| Admin fee / account holder | $535 | $7,695-93.0% | $9,717-94.5% | $7,234-92.6% |