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.
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 | $8,508 | $183,516-95.4% | $155,534-94.5% | $145,884-94.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.73% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.1pp |
| Employer contribution / active EE | $920 | $5,315-82.7% | $4,675-80.3% | $4,662-80.3% |
| Participant deferral / active EE | $1,853 | $6,467-71.3% | $5,630-67.1% | $6,690-72.3% |
| Admin fee / account holder | $428 | $19,293-97.8% | $15,900-97.3% | $13,392-96.8% |