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.
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 | $5,720 | $126,661-95.5% | $113,397-95.0% | $138,895-95.9% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.5%+8.1pp | 79.9%+4.7pp |
| Annual return | 3.99% | 25.05%-21.1pp | 23.20%-19.2pp | 145.39%-141.4pp |
| Employer contribution / active EE | $328 | $3,456-90.5% | $2,977-89.0% | $4,194-92.2% |
| Participant deferral / active EE | $2,117 | $5,693-62.8% | $5,076-58.3% | $6,396-66.9% |
| Admin fee / account holder | $892 | $14,549-93.9% | $11,957-92.5% | $12,562-92.9% |