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 | $4,217 | $110,337-96.2% | $102,383-95.9% | $145,877-97.1% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 9.22% | 24.83%-15.6pp | 24.94%-15.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $947 | $4,216-77.5% | $3,870-75.5% | $4,663-79.7% |
| Participant deferral / active EE | $1,361 | $5,621-75.8% | $5,060-73.1% | $6,691-79.7% |
| Admin fee / account holder | $822 | $9,750-91.6% | $8,391-90.2% | $13,402-93.9% |