Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,570 | $95,917-92.1% | $79,583-90.5% | $134,545-94.4% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -20.94% | -2.70%-18.2pp | 0.16%-21.1pp | 418.37%-439.3pp |
| Employer contribution / active EE | $3,396 | $3,129+8.5% | $2,414+40.7% | $4,742-28.4% |
| Participant deferral / active EE | $400 | $4,694-91.5% | $3,986-90.0% | $6,401-93.8% |
| Admin fee / account holder | $548 | $9,132-94.0% | $6,835-92.0% | $11,431-95.2% |