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.
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 | $13,618 | $180,462-92.5% | $154,111-91.2% | $135,379-89.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -26.81% | 888.17%-915.0pp | 735.18%-762.0pp | 519.79%-546.6pp |
| Employer contribution / active EE | $833 | $6,036-86.2% | $5,298-84.3% | $4,779-82.6% |
| Participant deferral / active EE | $5,309 | $5,806-8.6% | $5,081+4.5% | $5,609-5.4% |
| Admin fee / account holder | $1,623 | $16,145-90.0% | $13,411-87.9% | $10,828-85.0% |