Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,777 | $81,504-86.8% | $102,437-89.5% | $80,959-86.7% |
| Participation rate | 75.0% | 66.9%+8.1pp | 74.5%+0.5pp | 67.7%+7.3pp |
| Annual return | 14.60% | 25.60%-11.0pp | 24.95%-10.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $1,621 | $3,104-47.8% | $3,871-58.1% | $2,757-41.2% |
| Participant deferral / active EE | $795 | $3,871-79.5% | $5,060-84.3% | $4,300-81.5% |
| Admin fee / account holder | $1,864 | $6,719-72.3% | $8,388-77.8% | $6,925-73.1% |