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 | $11,768 | $87,059-86.5% | $105,608-88.9% | $80,925-85.5% |
| Participation rate | 97.0% | 70.4%+26.5pp | 75.3%+21.7pp | 67.7%+29.3pp |
| Annual return | 7.82% | 17.05%-9.2pp | 116.50%-108.7pp | 35.65%-27.8pp |
| Employer contribution / active EE | $363 | $2,396-84.8% | $3,167-88.5% | $2,756-86.8% |
| Participant deferral / active EE | $2,503 | $3,986-37.2% | $5,010-50.0% | $4,299-41.8% |
| Admin fee / account holder | $1,681 | $8,443-80.1% | $11,028-84.8% | $6,940-75.8% |