Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,002 | $86,940-94.2% | $102,434-95.1% | $80,935-93.8% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 16.01% | 18.89%-2.9pp | 29.46%-13.4pp | 35.66%-19.6pp |
| Employer contribution / active EE | $851 | $2,370-64.1% | $3,023-71.8% | $2,757-69.1% |
| Participant deferral / active EE | $1,358 | $4,121-67.0% | $5,055-73.1% | $4,299-68.4% |
| Admin fee / account holder | $346 | $8,047-95.7% | $9,462-96.3% | $6,924-95.0% |