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.
Sign up free to preview 1 actuary disclosure
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $528,107 | $235,493+124.3% | $235,493+124.3% | $349,369+51.2% |
| Participation rate | 100.0% | 59.1%+40.9pp | 24.6%+75.4pp | 44.4%+55.6pp |
| Annual return | -28.21% | -5.95%-22.3pp | -6.07%-22.1pp | -14.65%-13.6pp |
| Employer contribution / active EE | $62,500 | $44,275+41.2% | $37,389+67.2% | $46,321+34.9% |
| Participant deferral / active EE | $0 | $146-100.0% | $182-100.0% | $60-100.0% |
| Admin fee / account holder | $10,724 | $12,327-13.0% | $12,327-13.0% | $14,582-26.5% |