Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,227 | $156,398-93.5% | $147,318-93.1% | $138,895-92.6% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.1%+2.6pp | 79.9%+4.7pp |
| Annual return | 11.37% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,127 | $4,853-76.8% | $4,593-75.5% | $4,194-73.1% |
| Participant deferral / active EE | $2,153 | $8,237-73.9% | $7,906-72.8% | $6,396-66.3% |
| Admin fee / account holder | $875 | $14,976-94.2% | $13,708-93.6% | $12,562-93.0% |