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 | $21,969 | $105,284-79.1% | $150,734-85.4% | $94,015-76.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 8.48% | 15.67%-7.2pp | 600.81%-592.3pp | 17.84%-9.4pp |
| Employer contribution / active EE | $7,066 | $3,599+96.4% | $4,918+43.7% | $2,790+153.3% |
| Participant deferral / active EE | $1,721 | $4,274-59.7% | $5,610-69.3% | $4,249-59.5% |
| Admin fee / account holder | $4,411 | $9,839-55.2% | $14,905-70.4% | $8,951-50.7% |