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 | $13,347 | $140,592-90.5% | $123,106-89.2% | $125,388-89.4% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | -3.09% | 16.80%-19.9pp | 13.22%-16.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $1,551 | $6,041-74.3% | $5,151-69.9% | $4,866-68.1% |
| Participant deferral / active EE | $2,167 | $6,980-69.0% | $6,229-65.2% | $5,352-59.5% |
| Admin fee / account holder | $941 | $11,198-91.6% | $9,015-89.6% | $9,541-90.1% |