Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,397 | $96,731-76.8% | $123,973-81.9% | $86,983-74.3% |
| Participation rate | 86.5% | 70.0%+16.5pp | 76.7%+9.9pp | 69.5%+17.0pp |
| Annual return | 10.57% | 17.33%-6.8pp | 388.13%-377.6pp | 25.83%-15.3pp |
| Employer contribution / active EE | $245 | $3,297-92.6% | $4,126-94.1% | $2,584-90.5% |
| Participant deferral / active EE | $2,100 | $4,152-49.4% | $5,247-60.0% | $4,194-49.9% |
| Admin fee / account holder | $504 | $8,722-94.2% | $11,799-95.7% | $7,856-93.6% |