Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,464 | $81,446-94.5% | $103,374-95.7% | $80,874-94.5% |
| Participation rate | 74.0% | 66.9%+7.1pp | 74.5%-0.5pp | 67.6%+6.4pp |
| Annual return | -2.25% | 25.57%-27.8pp | 24.89%-27.1pp | 35.62%-37.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $998 | $3,870-74.2% | $5,058-80.3% | $4,297-76.8% |
| Admin fee / account holder | $783 | $6,715-88.3% | $8,394-90.7% | $6,935-88.7% |