Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,953 | $350,654-99.4% | $161,489-98.8% | - |
| Participation rate | 88.9% | 49.8%+39.1pp | 78.7%+10.2pp | - |
| Annual return | 20.17% | 7.72%+12.5pp | 89.72%-69.5pp | - |
| Employer contribution / active EE | $0 | $954-100.0% | $4,268-100.0% | - |
| Participant deferral / active EE | $838 | $1,899-55.8% | $5,630-85.1% | - |
| Admin fee / account holder | $332 | $106,898-99.7% | $16,006-97.9% | - |