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.
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 | $4,934 | $81,487-93.9% | $102,412-95.2% | $80,935-93.9% |
| Participation rate | 74.1% | 66.8%+7.2pp | 74.5%-0.4pp | 67.7%+6.4pp |
| Annual return | 4.91% | 25.60%-20.7pp | 24.94%-20.0pp | 35.66%-30.8pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,828 | $3,871-52.8% | $5,060-63.9% | $4,299-57.5% |
| Admin fee / account holder | $380 | $6,717-94.4% | $8,388-95.5% | $6,924-94.5% |