Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,819 | $81,504-89.2% | $102,437-91.4% | $80,959-89.1% |
| Participation rate | 95.9% | 66.9%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 7.39% | 25.60%-18.2pp | 24.95%-17.6pp | 35.67%-28.3pp |
| Employer contribution / active EE | $731 | $3,104-76.5% | $3,871-81.1% | $2,757-73.5% |
| Participant deferral / active EE | $2,736 | $3,871-29.3% | $5,060-45.9% | $4,300-36.4% |
| Admin fee / account holder | $1,543 | $6,719-77.0% | $8,388-81.6% | $6,925-77.7% |