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 | $18,785 | $184,014-89.8% | $161,149-88.3% | $138,895-86.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 16.80% | 21.52%-4.7pp | 21.16%-4.4pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,821 | $5,055-64.0% | $4,360-58.2% | $4,194-56.6% |
| Participant deferral / active EE | $1,492 | $6,909-78.4% | $6,153-75.8% | $6,396-76.7% |
| Admin fee / account holder | $805 | $18,027-95.5% | $15,194-94.7% | $12,562-93.6% |