Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,619 | $174,379-98.5% | $152,093-98.3% | $138,895-98.1% |
| Participation rate | 82.4% | 81.6%+0.7pp | 77.8%+4.6pp | 79.9%+2.4pp |
| Annual return | 19.80% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,026 | $6,159-83.3% | $5,451-81.2% | $6,396-84.0% |
| Admin fee / account holder | $448 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |