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 | $20,619 | $85,766-76.0% | $136,298-84.9% | $70,126-70.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.25% | 31.46%-19.2pp | 5156.27%-5144.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,389 | $2,966-53.2% | $4,696-70.4% | $2,343-40.7% |
| Participant deferral / active EE | $1,956 | $5,051-61.3% | $6,247-68.7% | $3,332-41.3% |
| Admin fee / account holder | $423 | $5,421-92.2% | $9,244-95.4% | $4,645-90.9% |