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 | $30,317 | $101,798-70.2% | $165,071-81.6% | $80,935-62.5% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.7%+18.1pp |
| Annual return | 11.53% | 16.73%-5.2pp | 70.17%-58.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $1,429 | $2,954-51.6% | $4,347-67.1% | $2,757-48.2% |
| Participant deferral / active EE | $1,164 | $4,476-74.0% | $6,035-80.7% | $4,299-72.9% |
| Admin fee / account holder | $3,220 | $8,221-60.8% | $12,695-74.6% | $6,924-53.5% |