Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,470 | $110,379-92.3% | $102,412-91.7% | $145,884-94.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.40% | 24.84%-22.4pp | 24.94%-22.5pp | 551.85%-549.4pp |
| Employer contribution / active EE | $2,852 | $4,216-32.4% | $3,870-26.3% | $4,662-38.8% |
| Participant deferral / active EE | $657 | $5,622-88.3% | $5,060-87.0% | $6,690-90.2% |
| Admin fee / account holder | $342 | $9,745-96.5% | $8,388-95.9% | $13,392-97.4% |