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 | $23,667 | $95,404-75.2% | $113,397-79.1% | $82,637-71.4% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.5%+3.5pp | 68.1%+11.9pp |
| Annual return | 13.66% | 19.08%-5.4pp | 23.20%-9.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,205 | $2,307-47.8% | $2,977-59.5% | $2,552-52.8% |
| Participant deferral / active EE | $1,615 | $4,220-61.7% | $5,076-68.2% | $4,126-60.9% |
| Admin fee / account holder | $3,259 | $9,168-64.5% | $11,957-72.7% | $7,339-55.6% |