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 | $9,477 | $95,453-90.1% | $112,040-91.5% | $82,448-88.5% |
| Participation rate | 81.8% | 72.8%+9.1pp | 76.5%+5.3pp | 68.1%+13.8pp |
| Annual return | 20.80% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,758 | $4,224-58.4% | $5,098-65.5% | $4,139-57.5% |
| Admin fee / account holder | $760 | $9,013-91.6% | $12,098-93.7% | $7,234-89.5% |