Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,587 | $77,472-81.2% | $100,415-85.5% | $80,959-82.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 112.69% | 37.26%+75.4pp | 49.47%+63.2pp | 35.67%+77.0pp |
| Employer contribution / active EE | $1,396 | $2,800-50.1% | $3,943-64.6% | $2,757-49.4% |
| Participant deferral / active EE | $2,740 | $6,818-59.8% | $8,091-66.1% | $4,300-36.3% |
| Admin fee / account holder | $1,493 | $5,885-74.6% | $7,906-81.1% | $6,925-78.4% |