Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,009 | $73,787-87.8% | $98,716-90.9% | $82,448-89.1% |
| Participation rate | 92.1% | 61.4%+30.7pp | 69.3%+22.8pp | 68.1%+24.1pp |
| Annual return | 11.64% | 18.57%-6.9pp | 31.81%-20.2pp | 41.64%-30.0pp |
| Employer contribution / active EE | $796 | $1,511-47.3% | $2,279-65.0% | $2,551-68.8% |
| Participant deferral / active EE | $1,063 | $3,081-65.5% | $4,048-73.7% | $4,139-74.3% |
| Admin fee / account holder | $731 | $6,500-88.8% | $8,703-91.6% | $7,234-89.9% |