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 | $10,018 | $102,429-90.2% | $147,096-93.2% | $80,925-87.6% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 4.94% | 135.02%-130.1pp | 419.75%-414.8pp | 35.65%-30.7pp |
| Employer contribution / active EE | $1,615 | $3,716-56.5% | $4,936-67.3% | $2,756-41.4% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,162 | $7,957-85.4% | $13,005-91.1% | $6,940-83.3% |