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 | $15,381 | $102,385-85.0% | $147,080-89.5% | $80,935-81.0% |
| Participation rate | 71.8% | 75.9%-4.1pp | 82.2%-10.4pp | 67.7%+4.1pp |
| Annual return | 4.36% | 135.09%-130.7pp | 420.17%-415.8pp | 35.66%-31.3pp |
| Employer contribution / active EE | $1,647 | $3,717-55.7% | $4,933-66.6% | $2,757-40.3% |
| Participant deferral / active EE | $2,121 | $6,651-68.1% | $8,066-73.7% | $4,299-50.7% |
| Admin fee / account holder | $1,286 | $7,951-83.8% | $12,989-90.1% | $6,924-81.4% |