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 | $10,712 | $162,136-93.4% | $152,301-93.0% | $154,746-93.1% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 22.50% | 91.02%-68.5pp | 80.50%-58.0pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,393 | $4,890-71.5% | $4,624-69.9% | $4,379-68.2% |
| Participant deferral / active EE | $1,750 | $8,341-79.0% | $8,004-78.1% | $6,730-74.0% |
| Admin fee / account holder | $2,332 | $15,759-85.2% | $14,398-83.8% | $14,365-83.8% |