Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,304 | $73,839-98.2% | $143,788-99.1% | $68,495-98.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.75% | 1.01%-20.8pp | -0.03%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $740 | $3,184-76.7% | $4,952-85.0% | $2,596-71.5% |
| Participant deferral / active EE | $816 | $3,384-75.9% | $5,638-85.5% | $4,028-79.7% |
| Admin fee / account holder | $529 | $5,755-90.8% | $14,675-96.4% | $5,403-90.2% |