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.
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 | $7,795 | $102,422-92.4% | $147,117-94.7% | $80,959-90.4% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 11.31% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $1,000 | $3,717-73.1% | $4,932-79.7% | $2,757-63.7% |
| Participant deferral / active EE | $1,545 | $6,652-76.8% | $8,065-80.8% | $4,300-64.1% |
| Admin fee / account holder | $516 | $7,953-93.5% | $12,993-96.0% | $6,925-92.5% |