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 | $2,148 | $201,370-98.9% | $184,256-98.8% | $145,897-98.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -21.42% | 29.05%-50.5pp | 28.85%-50.3pp | 552.29%-573.7pp |
| Employer contribution / active EE | $1,797 | $7,024-74.4% | $6,427-72.0% | $4,663-61.5% |
| Participant deferral / active EE | $21 | $9,808-99.8% | $9,133-99.8% | $6,689-99.7% |
| Admin fee / account holder | $583 | $16,364-96.4% | $13,899-95.8% | $13,390-95.6% |