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 | $1,721 | $182,442-99.1% | $163,379-98.9% | $138,895-98.8% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.8%+8.9pp | 79.9%+5.8pp |
| Annual return | 79.38% | 72.74%+6.6pp | 63.41%+16.0pp | 145.39%-66.0pp |
| Employer contribution / active EE | $616 | $4,159-85.2% | $3,752-83.6% | $4,194-85.3% |
| Participant deferral / active EE | $831 | $6,817-87.8% | $6,282-86.8% | $6,396-87.0% |
| Admin fee / account holder | $366 | $10,396-96.5% | $9,818-96.3% | $12,562-97.1% |