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 | $58,627-88.3% | $76,735-91.0% | $82,448-91.7% |
| Participation rate | 73.0% | 63.2%+9.8pp | 69.5%+3.5pp | 68.1%+4.9pp |
| Annual return | 11.98% | 39.10%-27.1pp | 29.77%-17.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $291 | $1,729-83.2% | $2,454-88.1% | $2,551-88.6% |
| Participant deferral / active EE | $2,218 | $3,134-29.2% | $4,088-45.7% | $4,139-46.4% |
| Admin fee / account holder | $1,300 | $5,323-75.6% | $7,189-81.9% | $7,234-82.0% |