Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,797 | $165,381-94.7% | $149,730-94.1% | $158,966-94.5% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 21.07% | 348.29%-327.2pp | 276.70%-255.6pp | 302.95%-281.9pp |
| Employer contribution / active EE | $1,150 | $5,104-77.5% | $4,645-75.2% | $4,762-75.9% |
| Participant deferral / active EE | $1,636 | $7,182-77.2% | $6,843-76.1% | $5,983-72.7% |
| Admin fee / account holder | $882 | $10,809-91.8% | $9,310-90.5% | $11,250-92.2% |