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 | $3,385 | $55,889-93.9% | $76,119-95.6% | $80,935-95.8% |
| Participation rate | 81.2% | 62.1%+19.1pp | 69.1%+12.1pp | 67.7%+13.5pp |
| Annual return | 8.06% | 20.58%-12.5pp | 361.25%-353.2pp | 35.66%-27.6pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $784 | $3,051-74.3% | $4,259-81.6% | $4,299-81.8% |
| Admin fee / account holder | $543 | $5,241-89.6% | $6,421-91.5% | $6,924-92.2% |