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 | $11,237 | $98,766-88.6% | $149,730-92.5% | $79,852-85.9% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.5%-10.7pp | 69.6%+2.2pp |
| Annual return | 11.74% | 27.43%-15.7pp | 276.70%-265.0pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,128 | $3,217-64.9% | $4,645-75.7% | $2,471-54.4% |
| Participant deferral / active EE | $1,805 | $5,681-68.2% | $6,843-73.6% | $3,740-51.7% |
| Admin fee / account holder | $571 | $6,052-90.6% | $9,310-93.9% | $5,306-89.2% |