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 | $3,020 | $69,444-95.7% | $92,985-96.8% | $87,485-96.5% |
| Participation rate | 83.0% | 63.3%+19.7pp | 69.5%+13.5pp | 68.9%+14.0pp |
| Annual return | 14.42% | 23.85%-9.4pp | 27.99%-13.6pp | 26.06%-11.6pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $935 | $3,364-72.2% | $4,377-78.6% | $4,274-78.1% |
| Admin fee / account holder | $753 | $6,137-87.7% | $9,463-92.0% | $7,775-90.3% |