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 | $2,884 | $165,399-98.3% | $149,745-98.1% | $158,982-98.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.27% | 348.34%-341.1pp | 276.72%-269.4pp | 302.99%-295.7pp |
| Employer contribution / active EE | $2,139 | $5,105-58.1% | $4,646-53.9% | $4,763-55.1% |
| Participant deferral / active EE | $1,263 | $7,183-82.4% | $6,843-81.5% | $5,983-78.9% |
| Admin fee / account holder | $711 | $10,811-93.4% | $9,312-92.4% | $11,252-93.7% |