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 | $21,169 | $80,992-73.9% | $96,534-78.1% | $75,173-71.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.25% | 27.05%-15.8pp | 25.88%-14.6pp | 160.72%-149.5pp |
| Employer contribution / active EE | $3,269 | $2,283+43.2% | $2,965+10.2% | $2,671+22.4% |
| Participant deferral / active EE | $1,747 | $3,929-55.5% | $4,851-64.0% | $4,126-57.7% |
| Admin fee / account holder | $559 | $6,717-91.7% | $8,253-93.2% | $5,651-90.1% |