Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $4,152 | $74,535-94.4% | $100,712-95.9% | $82,637-95.0% |
| Participation rate | 76.3% | 61.2%+15.1pp | 69.3%+7.0pp | 68.1%+8.3pp |
| Annual return | 10.63% | 18.92%-8.3pp | 33.27%-22.6pp | 53.51%-42.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $884 | $3,074-71.2% | $4,085-78.4% | $4,126-78.6% |
| Admin fee / account holder | $539 | $6,576-91.8% | $9,256-94.2% | $7,339-92.7% |