Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,477 | $77,472-74.9% | $100,392-80.6% | $80,935-75.9% |
| Participation rate | 83.6% | 76.9%+6.7pp | 81.5%+2.1pp | 67.7%+16.0pp |
| Annual return | 8.95% | 37.26%-28.3pp | 49.45%-40.5pp | 35.66%-26.7pp |
| Employer contribution / active EE | $216 | $2,800-92.3% | $3,941-94.5% | $2,757-92.2% |
| Participant deferral / active EE | $4,529 | $6,818-33.6% | $8,090-44.0% | $4,299+5.3% |
| Admin fee / account holder | $2,345 | $5,885-60.2% | $7,904-70.3% | $6,924-66.1% |