Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,907 | $81,870-84.2% | $119,634-89.2% | $68,490-81.2% |
| Participation rate | 96.6% | 71.9%+24.7pp | 79.3%+17.3pp | 67.9%+28.7pp |
| Annual return | -21.77% | -23.82%+2.0pp | -14.98%-6.8pp | -7.85%-13.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,463 | $4,148+55.8% | $5,601+15.4% | $4,028+60.5% |
| Admin fee / account holder | $377 | $6,583-94.3% | $10,329-96.4% | $5,403-93.0% |