Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,500 | $212,386-90.8% | $199,883-90.2% | $138,895-86.0% |
| Participation rate | 81.3% | 87.4%-6.1pp | 86.8%-5.5pp | 79.9%+1.3pp |
| Annual return | 18.32% | 47.75%-29.4pp | 43.81%-25.5pp | 145.39%-127.1pp |
| Employer contribution / active EE | $6,078 | $6,625-8.2% | $6,261-2.9% | $4,194+44.9% |
| Participant deferral / active EE | $942 | $9,617-90.2% | $9,138-89.7% | $6,396-85.3% |
| Admin fee / account holder | $1,485 | $18,233-91.9% | $17,268-91.4% | $12,562-88.2% |