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 | $22,861 | $80,983-71.8% | $96,544-76.3% | $75,177-69.6% |
| Participation rate | 72.9% | 71.8%+1.1pp | 76.0%-3.1pp | 67.2%+5.7pp |
| Annual return | 11.35% | 27.05%-15.7pp | 25.88%-14.5pp | 160.75%-149.4pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $993 | $3,929-74.7% | $4,851-79.5% | $4,126-75.9% |
| Admin fee / account holder | $1,200 | $6,717-82.1% | $8,254-85.5% | $5,651-78.8% |