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 | $19,181 | $94,031-79.6% | $115,768-83.4% | $82,448-76.7% |
| Participation rate | 80.7% | 70.4%+10.3pp | 74.4%+6.3pp | 68.1%+12.6pp |
| Annual return | 12.94% | 20.61%-7.7pp | 100.46%-87.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $764 | $2,323-67.1% | $2,940-74.0% | $2,551-70.0% |
| Participant deferral / active EE | $1,314 | $3,972-66.9% | $4,917-73.3% | $4,139-68.3% |
| Admin fee / account holder | $609 | $10,249-94.1% | $12,439-95.1% | $7,234-91.6% |