Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,654 | $105,929-96.6% | $81,716-95.5% | $158,966-97.7% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | -4.23% | 38.19%-42.4pp | 29.49%-33.7pp | 302.95%-307.2pp |
| Employer contribution / active EE | $592 | $7,802-92.4% | $4,310-86.3% | $4,762-87.6% |
| Participant deferral / active EE | $407 | $13,007-96.9% | $7,108-94.3% | $5,983-93.2% |
| Admin fee / account holder | $467 | $8,492-94.5% | $5,159-91.0% | $11,250-95.9% |