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 | $5,490 | $132,634-95.9% | $115,768-95.3% | $137,256-96.0% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.4%+17.9pp | 80.0%+12.3pp |
| Annual return | 20.60% | 160.70%-140.1pp | 100.46%-79.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,325 | $3,360-60.6% | $2,940-54.9% | $4,156-68.1% |
| Participant deferral / active EE | $1,421 | $5,619-74.7% | $4,917-71.1% | $6,407-77.8% |
| Admin fee / account holder | $1,349 | $15,028-91.0% | $12,439-89.2% | $12,270-89.0% |