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 | $2,916 | $80,992-96.4% | $96,534-97.0% | $75,173-96.1% |
| Participation rate | 78.3% | 71.8%+6.5pp | 76.0%+2.3pp | 67.2%+11.1pp |
| Annual return | 23.66% | 27.05%-3.4pp | 25.88%-2.2pp | 160.72%-137.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,716 | $3,929-56.3% | $4,851-64.6% | $4,126-58.4% |
| Admin fee / account holder | $621 | $6,717-90.8% | $8,253-92.5% | $5,651-89.0% |