Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,259 | $86,949-77.9% | $102,460-81.2% | $80,959-76.2% |
| Participation rate | 91.2% | 72.4%+18.8pp | 76.5%+14.7pp | 67.7%+23.5pp |
| Annual return | 9.86% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,354 | $2,370-42.9% | $3,025-55.2% | $2,757-50.9% |
| Participant deferral / active EE | $666 | $4,121-83.8% | $5,056-86.8% | $4,300-84.5% |
| Admin fee / account holder | $2,352 | $8,048-70.8% | $9,460-75.1% | $6,925-66.0% |