Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,725 | $77,962-87.5% | $178,540-94.6% | $80,935-88.0% |
| Participation rate | 78.7% | 65.7%+13.1pp | 77.1%+1.6pp | 67.7%+11.1pp |
| Annual return | 9.05% | 18.10%-9.1pp | 27.15%-18.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $257 | $2,280-88.7% | $3,953-93.5% | $2,757-90.7% |
| Participant deferral / active EE | $2,211 | $4,404-49.8% | $6,281-64.8% | $4,299-48.6% |
| Admin fee / account holder | $1,965 | $7,156-72.5% | $10,424-81.2% | $6,924-71.6% |