Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,459 | $156,398-93.3% | $147,318-92.9% | $138,895-92.5% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.9pp | 79.9%+7.0pp |
| Annual return | 12.09% | 78.75%-66.7pp | 70.43%-58.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $993 | $4,853-79.5% | $4,593-78.4% | $4,194-76.3% |
| Participant deferral / active EE | $1,574 | $8,237-80.9% | $7,906-80.1% | $6,396-75.4% |
| Admin fee / account holder | $1,321 | $14,976-91.2% | $13,708-90.4% | $12,562-89.5% |