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 | $24,941 | $223,823-88.9% | $211,142-88.2% | $154,746-83.9% |
| Participation rate | 86.7% | 87.9%-1.2pp | 87.3%-0.6pp | 80.7%+6.0pp |
| Annual return | 17.59% | 50.39%-32.8pp | 46.84%-29.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,604 | $6,787-76.4% | $6,442-75.1% | $4,379-63.4% |
| Participant deferral / active EE | $2,983 | $9,750-69.4% | $9,284-67.9% | $6,730-55.7% |
| Admin fee / account holder | $3,732 | $19,707-81.1% | $19,076-80.4% | $14,365-74.0% |