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 | $12,309 | $209,425-94.1% | $178,499-93.1% | $158,966-92.3% |
| Participation rate | 94.4% | 86.4%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 4.71% | 188.80%-184.1pp | 151.10%-146.4pp | 302.95%-298.2pp |
| Employer contribution / active EE | $2,919 | $5,707-48.8% | $5,011-41.7% | $4,762-38.7% |
| Participant deferral / active EE | $1,161 | $5,955-80.5% | $5,202-77.7% | $5,983-80.6% |
| Admin fee / account holder | $1,381 | $17,078-91.9% | $13,986-90.1% | $11,250-87.7% |