Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,489 | $47,479-90.5% | $62,929-92.9% | $82,448-94.6% |
| Participation rate | 73.6% | 66.9%+6.7pp | 73.1%+0.5pp | 68.1%+5.5pp |
| Annual return | 10.15% | 20.34%-10.2pp | 1063.93%-1053.8pp | 41.64%-31.5pp |
| Employer contribution / active EE | $135 | $1,885-92.9% | $2,505-94.6% | $2,551-94.7% |
| Participant deferral / active EE | $1,423 | $2,870-50.4% | $3,888-63.4% | $4,139-65.6% |
| Admin fee / account holder | $513 | $3,804-86.5% | $5,065-89.9% | $7,234-92.9% |