Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,035 | $63,346-81.0% | $92,240-87.0% | $70,126-82.8% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 5.34% | 530.19%-524.9pp | 176.29%-171.0pp | 73.15%-67.8pp |
| Employer contribution / active EE | $800 | $2,471-67.6% | $3,680-78.3% | $2,343-65.8% |
| Participant deferral / active EE | $637 | $2,854-77.7% | $3,897-83.6% | $3,332-80.9% |
| Admin fee / account holder | $561 | $3,841-85.4% | $5,194-89.2% | $4,645-87.9% |