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.)
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 | $25,959 | $108,825-76.1% | $156,181-83.4% | $82,448-68.5% |
| Participation rate | 79.2% | 72.4%+6.8pp | 78.8%+0.3pp | 68.1%+11.1pp |
| Annual return | 13.30% | 20.59%-7.3pp | 64.87%-51.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,963 | $2,870-31.6% | $4,294-54.3% | $2,551-23.1% |
| Participant deferral / active EE | $994 | $4,577-78.3% | $6,132-83.8% | $4,139-76.0% |
| Admin fee / account holder | $1,658 | $9,341-82.2% | $14,586-88.6% | $7,234-77.1% |