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.
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 | $3,194 | $138,102-97.7% | $125,381-97.5% | $134,532-97.6% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -38.97% | 750.73%-789.7pp | 572.31%-611.3pp | 418.27%-457.2pp |
| Employer contribution / active EE | $1,471 | $5,245-72.0% | $4,815-69.5% | $4,741-69.0% |
| Participant deferral / active EE | $1,857 | $7,801-76.2% | $7,448-75.1% | $6,401-71.0% |
| Admin fee / account holder | $337 | $11,568-97.1% | $10,007-96.6% | $11,429-97.0% |