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 | $7,523 | $80,812-90.7% | $160,784-95.3% | $82,448-90.9% |
| Participation rate | 86.7% | 66.2%+20.4pp | 77.0%+9.7pp | 68.1%+18.6pp |
| Annual return | 13.22% | 100.59%-87.4pp | 1803.92%-1790.7pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,154 | $2,174-46.9% | $3,733-69.1% | $2,551-54.8% |
| Participant deferral / active EE | $308 | $4,335-92.9% | $6,293-95.1% | $4,139-92.6% |
| Admin fee / account holder | $1,308 | $7,695-83.0% | $9,717-86.5% | $7,234-81.9% |