Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,353 | $71,197-78.4% | $93,669-83.6% | $80,925-81.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 15.32% | 11.27%+4.1pp | 133.59%-118.3pp | 35.65%-20.3pp |
| Employer contribution / active EE | $4,245 | $1,565+171.3% | $2,424+75.2% | $2,756+54.0% |
| Participant deferral / active EE | $480 | $4,036-88.1% | $4,416-89.1% | $4,299-88.8% |
| Admin fee / account holder | $559 | $6,959-92.0% | $8,291-93.3% | $6,940-91.9% |