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 | $1,704 | $73,787-97.7% | $98,716-98.3% | $82,448-97.9% |
| Participation rate | 85.0% | 61.4%+23.6pp | 69.3%+15.7pp | 68.1%+16.9pp |
| Annual return | 19.62% | 18.57%+1.1pp | 31.81%-12.2pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $828 | $3,081-73.1% | $4,048-79.5% | $4,139-80.0% |
| Admin fee / account holder | $597 | $6,500-90.8% | $8,703-93.1% | $7,234-91.7% |