Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,209 | $57,352-82.2% | $83,831-87.8% | $64,173-84.1% |
| Participation rate | 91.5% | 68.6%+22.9pp | 76.1%+15.4pp | 69.6%+22.0pp |
| Annual return | -13.23% | 11.38%-24.6pp | 850.99%-864.2pp | 7.63%-20.9pp |
| Employer contribution / active EE | $3,023 | $2,546+18.8% | $3,631-16.7% | $2,381+27.0% |
| Participant deferral / active EE | $1,042 | $2,993-65.2% | $4,082-74.5% | $3,470-70.0% |
| Admin fee / account holder | $788 | $4,046-80.5% | $5,479-85.6% | $4,887-83.9% |