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 | $6,144 | $87,733-93.0% | $106,554-94.2% | $85,851-92.8% |
| Participation rate | 91.2% | 71.9%+19.2pp | 76.1%+15.0pp | 69.3%+21.9pp |
| Annual return | 9.85% | 21.86%-12.0pp | 26.80%-16.9pp | 318.63%-308.8pp |
| Employer contribution / active EE | $259 | $2,073-87.5% | $2,819-90.8% | $2,565-89.9% |
| Participant deferral / active EE | $1,670 | $3,469-51.9% | $4,398-62.0% | $3,952-57.8% |
| Admin fee / account holder | $450 | $6,767-93.4% | $7,408-93.9% | $6,261-92.8% |