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 | $6,513 | $100,073-93.5% | $85,126-92.3% | $145,877-95.5% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 11.17% | 84.11%-72.9pp | 66.63%-55.5pp | 551.28%-540.1pp |
| Employer contribution / active EE | $679 | $3,236-79.0% | $2,731-75.2% | $4,663-85.4% |
| Participant deferral / active EE | $773 | $5,294-85.4% | $4,523-82.9% | $6,691-88.4% |
| Admin fee / account holder | $487 | $7,261-93.3% | $6,160-92.1% | $13,402-96.4% |