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 | $35,136 | $94,315-62.7% | $239,403-85.3% | $116,462-69.8% |
| Participation rate | 78.9% | 71.7%+7.2pp | 82.2%-3.2pp | 74.7%+4.3pp |
| Annual return | 10.98% | 19.05%-8.1pp | 3.34%+7.6pp | 15.65%-4.7pp |
| Employer contribution / active EE | $199 | $1,745-88.6% | $4,656-95.7% | $3,231-93.8% |
| Participant deferral / active EE | $1,444 | $2,870-49.7% | $4,239-65.9% | $3,836-62.3% |
| Admin fee / account holder | $473 | $9,071-94.8% | $21,121-97.8% | $12,754-96.3% |