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 | $22,889 | $69,977-67.3% | $108,582-78.9% | $62,881-63.6% |
| Participation rate | 71.2% | 72.9%-1.7pp | 79.6%-8.4pp | 69.3%+1.8pp |
| Annual return | 1.15% | 10.73%-9.6pp | -51.70%+52.8pp | 20.14%-19.0pp |
| Employer contribution / active EE | $574 | $2,135-73.1% | $3,758-84.7% | $2,281-74.8% |
| Participant deferral / active EE | $1,263 | $3,165-60.1% | $4,311-70.7% | $3,203-60.6% |
| Admin fee / account holder | $2,840 | $5,076-44.1% | $7,645-62.9% | $4,296-33.9% |