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 | $16,904 | $106,524-84.1% | $152,301-88.9% | $87,485-80.7% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.4%-8.4pp | 68.9%+5.1pp |
| Annual return | 18.34% | 26.89%-8.5pp | 80.50%-62.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,230 | $3,371-63.5% | $4,624-73.4% | $2,596-52.6% |
| Participant deferral / active EE | $2,303 | $6,525-64.7% | $8,004-71.2% | $4,274-46.1% |
| Admin fee / account holder | $952 | $8,287-88.5% | $14,398-93.4% | $7,775-87.8% |