Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,416 | $72,426-96.7% | $67,560-96.4% | $145,897-98.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.02% | 7226.78%-7217.8pp | 3533.50%-3524.5pp | 552.29%-543.3pp |
| Employer contribution / active EE | $697 | $3,074-77.3% | $2,737-74.5% | $4,663-85.1% |
| Participant deferral / active EE | $750 | $4,785-84.3% | $4,004-81.3% | $6,689-88.8% |
| Admin fee / account holder | $741 | $5,514-86.6% | $3,994-81.4% | $13,390-94.5% |