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 | $29,500 | $95,404-69.1% | $113,397-74.0% | $82,637-64.3% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.5%+5.0pp | 68.1%+13.4pp |
| Annual return | 11.78% | 19.08%-7.3pp | 23.20%-11.4pp | 53.51%-41.7pp |
| Employer contribution / active EE | $1,361 | $2,307-41.0% | $2,977-54.3% | $2,552-46.7% |
| Participant deferral / active EE | $1,609 | $4,220-61.9% | $5,076-68.3% | $4,126-61.0% |
| Admin fee / account holder | $1,884 | $9,168-79.5% | $11,957-84.2% | $7,339-74.3% |