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 | $14,089 | $95,762-85.3% | $379,746-96.3% | $79,852-82.4% |
| Participation rate | 74.5% | 74.0%+0.5pp | 78.4%-3.9pp | 69.6%+4.9pp |
| Annual return | 7.58% | 18.26%-10.7pp | 34.90%-27.3pp | 31.72%-24.1pp |
| Employer contribution / active EE | $805 | $2,695-70.1% | $3,540-77.3% | $2,471-67.4% |
| Participant deferral / active EE | $1,761 | $4,705-62.6% | $6,024-70.8% | $3,740-52.9% |
| Admin fee / account holder | $3,066 | $6,745-54.5% | $7,927-61.3% | $5,306-42.2% |