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 | $17,329 | $79,955-78.3% | $98,461-82.4% | $75,173-76.9% |
| Participation rate | 98.6% | 70.4%+28.3pp | 75.2%+23.5pp | 67.2%+31.4pp |
| Annual return | 17.09% | 19.75%-2.7pp | 21.17%-4.1pp | 160.72%-143.6pp |
| Employer contribution / active EE | $2,814 | $2,264+24.3% | $3,049-7.7% | $2,671+5.3% |
| Participant deferral / active EE | $1,419 | $3,752-62.2% | $4,738-70.1% | $4,126-65.6% |
| Admin fee / account holder | $2,630 | $6,841-61.6% | $8,961-70.6% | $5,651-53.5% |