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.)
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 | $13,513 | $201,372-93.3% | $184,260-92.7% | $145,884-90.7% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 11.33% | 29.04%-17.7pp | 28.84%-17.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $1,705 | $7,024-75.7% | $6,427-73.5% | $4,662-63.4% |
| Participant deferral / active EE | $2,053 | $9,808-79.1% | $9,133-77.5% | $6,690-69.3% |
| Admin fee / account holder | $844 | $16,362-94.8% | $13,898-93.9% | $13,392-93.7% |