Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,537 | $81,457-87.1% | $103,378-89.8% | $80,911-87.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.36% | 25.58%-11.2pp | 24.91%-10.5pp | 35.63%-21.3pp |
| Employer contribution / active EE | $13,823 | $3,107+344.9% | $3,870+257.2% | $2,756+401.6% |
| Participant deferral / active EE | $210 | $3,871-94.6% | $5,058-95.9% | $4,297-95.1% |
| Admin fee / account holder | $354 | $6,717-94.7% | $8,401-95.8% | $6,935-94.9% |