Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,813 | $72,273-89.2% | $101,275-92.3% | $79,856-90.2% |
| Participation rate | 89.8% | 68.5%+21.3pp | 75.8%+14.0pp | 69.6%+20.1pp |
| Annual return | 21.87% | 22.30%-0.4pp | 46.48%-24.6pp | 31.71%-9.8pp |
| Employer contribution / active EE | $1,427 | $2,691-47.0% | $3,660-61.0% | $2,471-42.3% |
| Participant deferral / active EE | $1,248 | $3,282-62.0% | $4,371-71.5% | $3,741-66.6% |
| Admin fee / account holder | $1,159 | $4,401-73.7% | $5,948-80.5% | $5,306-78.2% |