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 | $1,147 | $73,978-98.4% | $96,515-98.8% | $75,173-98.5% |
| Participation rate | 93.3% | 66.4%+26.9pp | 74.3%+19.0pp | 67.2%+26.1pp |
| Annual return | -144.97% | 26.72%-171.7pp | 35.73%-180.7pp | 160.72%-305.7pp |
| Employer contribution / active EE | $10,170 | $2,931+247.0% | $3,740+172.0% | $2,671+280.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,969 | $5,219-43.1% | $6,735-55.9% | $5,651-47.5% |