Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,369 | $160,028-96.6% | $147,080-96.3% | $145,884-96.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -274.80% | 98.60%-373.4pp | 420.17%-695.0pp | 551.85%-826.7pp |
| Employer contribution / active EE | $999 | $5,286-81.1% | $4,933-79.8% | $4,662-78.6% |
| Participant deferral / active EE | $4,668 | $8,422-44.6% | $8,066-42.1% | $6,690-30.2% |
| Admin fee / account holder | $758 | $15,030-95.0% | $12,989-94.2% | $13,392-94.3% |