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.
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 | $10,448 | $65,566-84.1% | $86,235-87.9% | $75,177-86.1% |
| Participation rate | 96.4% | 60.5%+35.9pp | 69.0%+27.5pp | 67.2%+29.2pp |
| Annual return | -2.21% | 46.07%-48.3pp | 1170.03%-1172.2pp | 160.75%-163.0pp |
| Employer contribution / active EE | $1,310 | $1,553-15.7% | $2,381-45.0% | $2,671-51.0% |
| Participant deferral / active EE | $964 | $3,023-68.1% | $3,987-75.8% | $4,126-76.6% |
| Admin fee / account holder | $1,074 | $5,470-80.4% | $6,856-84.3% | $5,651-81.0% |