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 | $9,617 | $54,320-82.3% | $67,652-85.8% | $52,331-81.6% |
| Participation rate | 81.4% | 73.6%+7.8pp | 75.7%+5.7pp | 68.1%+13.3pp |
| Annual return | -2.65% | 6.81%-9.5pp | 6625.40%-6628.0pp | 4.54%-7.2pp |
| Employer contribution / active EE | $469 | $1,544-69.6% | $2,266-79.3% | $1,882-75.1% |
| Participant deferral / active EE | $1,060 | $2,950-64.1% | $3,560-70.2% | $3,022-64.9% |
| Admin fee / account holder | $815 | $527+54.8% | $4,821-83.1% | $592+37.8% |