Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,712 | $114,712-81.9% | $173,730-88.1% | $87,485-76.3% |
| Participation rate | 78.7% | 73.0%+5.7pp | 79.6%-0.9pp | 68.9%+9.8pp |
| Annual return | 13.81% | 20.18%-6.4pp | 19.96%-6.1pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,161 | $2,904-60.0% | $4,577-74.6% | $2,596-55.3% |
| Participant deferral / active EE | $764 | $4,642-83.5% | $6,326-87.9% | $4,274-82.1% |
| Admin fee / account holder | $2,881 | $10,210-71.8% | $17,523-83.6% | $7,775-62.9% |