Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,507 | $217,432-93.8% | $185,851-92.7% | $167,553-91.9% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 11.98% | 148.43%-136.4pp | 122.11%-110.1pp | 478.89%-466.9pp |
| Employer contribution / active EE | $2,761 | $5,874-53.0% | $5,168-46.6% | $4,840-43.0% |
| Participant deferral / active EE | $1,640 | $6,357-74.2% | $5,569-70.5% | $6,343-74.1% |
| Admin fee / account holder | $1,656 | $19,820-91.6% | $16,245-89.8% | $12,316-86.6% |