Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,868 | $79,449-95.1% | $189,558-98.0% | $85,856-95.5% |
| Participation rate | 96.4% | 66.0%+30.4pp | 78.5%+18.0pp | 69.3%+27.1pp |
| Annual return | 15.27% | 18.45%-3.2pp | 64.19%-48.9pp | 318.58%-303.3pp |
| Employer contribution / active EE | $758 | $2,081-63.6% | $4,412-82.8% | $2,565-70.4% |
| Participant deferral / active EE | $1,208 | $4,051-70.2% | $6,174-80.4% | $3,952-69.4% |
| Admin fee / account holder | $670 | $5,377-87.5% | $9,809-93.2% | $6,261-89.3% |