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.
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,984 | $138,102-94.2% | $125,381-93.6% | $134,532-94.1% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -24.50% | 750.73%-775.2pp | 572.31%-596.8pp | 418.27%-442.8pp |
| Employer contribution / active EE | $1,115 | $5,245-78.7% | $4,815-76.8% | $4,741-76.5% |
| Participant deferral / active EE | $2,061 | $7,801-73.6% | $7,448-72.3% | $6,401-67.8% |
| Admin fee / account holder | $407 | $11,568-96.5% | $10,007-95.9% | $11,429-96.4% |