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 | $14,069 | $178,174-92.1% | $156,181-91.0% | $137,256-89.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 15.23% | 84.19%-69.0pp | 64.87%-49.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,444 | $4,972-71.0% | $4,294-66.4% | $4,156-65.3% |
| Participant deferral / active EE | $1,624 | $6,888-76.4% | $6,132-73.5% | $6,407-74.7% |
| Admin fee / account holder | $1,545 | $17,404-91.1% | $14,586-89.4% | $12,270-87.4% |