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.
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 | $11,565 | $76,401-84.9% | $106,387-89.1% | $64,181-82.0% |
| Participation rate | 77.8% | 73.5%+4.2pp | 77.5%+0.3pp | 69.6%+8.2pp |
| Annual return | -11.74% | -2.19%-9.5pp | 0.25%-12.0pp | 7.63%-19.4pp |
| Employer contribution / active EE | $294 | $2,680-89.0% | $3,520-91.6% | $2,381-87.6% |
| Participant deferral / active EE | $2,956 | $4,274-30.8% | $5,421-45.5% | $3,470-14.8% |
| Admin fee / account holder | $530 | $4,610-88.5% | $7,510-92.9% | $4,887-89.2% |