Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,877 | $69,444-90.1% | $92,985-92.6% | $87,485-92.1% |
| Participation rate | 73.0% | 63.3%+9.7pp | 69.5%+3.5pp | 68.9%+4.0pp |
| Annual return | 11.98% | 23.85%-11.9pp | 27.99%-16.0pp | 26.06%-14.1pp |
| Employer contribution / active EE | $291 | $1,917-84.8% | $2,662-89.1% | $2,596-88.8% |
| Participant deferral / active EE | $2,218 | $3,364-34.1% | $4,377-49.3% | $4,274-48.1% |
| Admin fee / account holder | $1,300 | $6,137-78.8% | $9,463-86.3% | $7,775-83.3% |