Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,107 | $86,922-84.9% | $102,438-87.2% | $80,874-83.8% |
| Participation rate | 85.2% | 72.4%+12.9pp | 76.5%+8.8pp | 67.6%+17.6pp |
| Annual return | 10.35% | 18.90%-8.5pp | 29.37%-19.0pp | 35.62%-25.3pp |
| Employer contribution / active EE | $1,311 | $2,369-44.7% | $3,024-56.6% | $2,756-52.4% |
| Participant deferral / active EE | $1,469 | $4,119-64.3% | $5,054-70.9% | $4,297-65.8% |
| Admin fee / account holder | $777 | $8,050-90.3% | $9,448-91.8% | $6,935-88.8% |