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 | $9,963 | $202,342-95.1% | $172,752-94.2% | $152,897-93.5% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 3.87% | 1029.83%-1026.0pp | 802.97%-799.1pp | 345.43%-341.6pp |
| Employer contribution / active EE | $1,411 | $5,858-75.9% | $5,144-72.6% | $4,764-70.4% |
| Participant deferral / active EE | $1,162 | $5,948-80.5% | $5,198-77.6% | $5,851-80.1% |
| Admin fee / account holder | $2,336 | $17,111-86.3% | $13,955-83.3% | $11,599-79.9% |