Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,740 | $107,941-92.8% | $91,994-91.6% | $152,909-94.9% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.5%+6.4pp |
| Annual return | 21.74% | 89.28%-67.5pp | 69.04%-47.3pp | 345.46%-323.7pp |
| Employer contribution / active EE | $982 | $4,212-76.7% | $3,453-71.5% | $4,764-79.4% |
| Participant deferral / active EE | $1,728 | $6,366-72.9% | $5,924-70.8% | $5,851-70.5% |
| Admin fee / account holder | $1,018 | $10,521-90.3% | $7,744-86.8% | $11,601-91.2% |