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 | $17,662 | $102,429-82.8% | $147,096-88.0% | $80,925-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 7.96% | 135.02%-127.1pp | 419.75%-411.8pp | 35.65%-27.7pp |
| Employer contribution / active EE | $503 | $3,716-86.5% | $4,936-89.8% | $2,756-81.8% |
| Participant deferral / active EE | $5,061 | $6,649-23.9% | $8,071-37.3% | $4,299+17.7% |
| Admin fee / account holder | $608 | $7,957-92.4% | $13,005-95.3% | $6,940-91.2% |