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 | $1,892 | $47,479-96.0% | $62,929-97.0% | $82,448-97.7% |
| Participation rate | 78.6% | 66.9%+11.7pp | 73.1%+5.5pp | 68.1%+10.5pp |
| Annual return | 19.09% | 20.34%-1.3pp | 1063.93%-1044.8pp | 41.64%-22.5pp |
| Employer contribution / active EE | $438 | $1,885-76.7% | $2,505-82.5% | $2,551-82.8% |
| Participant deferral / active EE | $560 | $2,870-80.5% | $3,888-85.6% | $4,139-86.5% |
| Admin fee / account holder | $1,350 | $3,804-64.5% | $5,065-73.3% | $7,234-81.3% |