Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,130 | $132,634-95.4% | $115,768-94.7% | $137,256-95.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 2.41% | 160.70%-158.3pp | 100.46%-98.0pp | 220.34%-217.9pp |
| Employer contribution / active EE | $1,775 | $3,360-47.2% | $2,940-39.6% | $4,156-57.3% |
| Participant deferral / active EE | $541 | $5,619-90.4% | $4,917-89.0% | $6,407-91.6% |
| Admin fee / account holder | $1,267 | $15,028-91.6% | $12,439-89.8% | $12,270-89.7% |