Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,279 | $166,242-92.0% | $165,071-92.0% | $145,884-90.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.78% | 100.44%-92.7pp | 70.17%-62.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $4,176 | $5,283-21.0% | $4,347-4.0% | $4,662-10.4% |
| Participant deferral / active EE | $1,583 | $6,964-77.3% | $6,035-73.8% | $6,690-76.3% |
| Admin fee / account holder | $909 | $16,658-94.5% | $12,695-92.8% | $13,392-93.2% |