Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,349 | $81,331-91.0% | $155,534-95.3% | $80,935-90.9% |
| Participation rate | 84.6% | 66.3%+18.4pp | 78.2%+6.4pp | 67.7%+17.0pp |
| Annual return | 10.46% | 33.37%-22.9pp | 64.92%-54.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $357 | $3,105-88.5% | $4,675-92.4% | $2,757-87.0% |
| Participant deferral / active EE | $2,247 | $3,454-34.9% | $5,630-60.1% | $4,299-47.7% |
| Admin fee / account holder | $1,413 | $7,999-82.3% | $15,900-91.1% | $6,924-79.6% |