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.
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 | $15,008 | $54,541-72.5% | $78,778-80.9% | $70,126-78.6% |
| Participation rate | 75.9% | 60.8%+15.1pp | 69.2%+6.7pp | 69.5%+6.3pp |
| Annual return | 11.43% | 21.07%-9.6pp | 35.62%-24.2pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,955 | $2,210+33.7% | $2,958-0.1% | $3,332-11.3% |
| Admin fee / account holder | $938 | $3,709-74.7% | $5,134-81.7% | $4,645-79.8% |