Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,795 | $57,073-95.1% | $85,126-96.7% | $80,925-96.5% |
| Participation rate | 82.9% | 56.4%+26.5pp | 67.5%+15.3pp | 67.7%+15.2pp |
| Annual return | 13.62% | 21.69%-8.1pp | 66.63%-53.0pp | 35.65%-22.0pp |
| Employer contribution / active EE | $337 | $1,801-81.3% | $2,731-87.7% | $2,756-87.8% |
| Participant deferral / active EE | $705 | $3,113-77.4% | $4,523-84.4% | $4,299-83.6% |
| Admin fee / account holder | $548 | $4,988-89.0% | $6,160-91.1% | $6,940-92.1% |