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 | $10,469 | $90,486-88.4% | $78,676-86.7% | $273,972-96.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 56.38% | 75.62%-19.2pp | 62.19%-5.8pp | 41.46%+14.9pp |
| Employer contribution / active EE | $827 | $3,175-74.0% | $2,850-71.0% | $4,869-83.0% |
| Participant deferral / active EE | $118 | $3,901-97.0% | $3,517-96.7% | $5,287-97.8% |
| Admin fee / account holder | $4,369 | $5,263-17.0% | $4,510-3.1% | $10,133-56.9% |