Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,122 | $223,823-95.0% | $211,142-94.7% | $154,746-92.8% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 30.21% | 50.39%-20.2pp | 46.84%-16.6pp | 172.34%-142.1pp |
| Employer contribution / active EE | $2,106 | $6,787-69.0% | $6,442-67.3% | $4,379-51.9% |
| Participant deferral / active EE | $2,680 | $9,750-72.5% | $9,284-71.1% | $6,730-60.2% |
| Admin fee / account holder | $486 | $19,707-97.5% | $19,076-97.5% | $14,365-96.6% |