Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,868 | $89,370-77.8% | $141,197-85.9% | $72,976-72.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.92% | 111.88%-95.0pp | 71.41%-54.5pp | 81.02%-64.1pp |
| Employer contribution / active EE | $569 | $3,115-81.7% | $4,736-88.0% | $2,440-76.7% |
| Participant deferral / active EE | $3,195 | $5,419-41.0% | $6,710-52.4% | $3,608-11.4% |
| Admin fee / account holder | $1,078 | $5,957-81.9% | $10,265-89.5% | $5,124-79.0% |