Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,303 | $99,668-97.7% | $86,451-97.3% | $134,545-98.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -31.05% | 6789.61%-6820.7pp | 4398.51%-4429.6pp | 418.37%-449.4pp |
| Employer contribution / active EE | $822 | $4,403-81.3% | $3,770-78.2% | $4,742-82.7% |
| Participant deferral / active EE | $845 | $7,249-88.3% | $6,953-87.8% | $6,401-86.8% |
| Admin fee / account holder | $404 | $8,377-95.2% | $6,734-94.0% | $11,431-96.5% |