Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,357 | $72,492-69.2% | $87,102-74.3% | $72,983-69.4% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.9%+16.1pp | 69.5%+23.5pp |
| Annual return | 18.31% | 24.46%-6.1pp | 28.19%-9.9pp | 81.01%-62.7pp |
| Employer contribution / active EE | $1,433 | $1,894-24.3% | $2,521-43.2% | $2,440-41.3% |
| Participant deferral / active EE | $441 | $3,270-86.5% | $4,048-89.1% | $3,608-87.8% |
| Admin fee / account holder | $1,229 | $5,055-75.7% | $7,491-83.6% | $5,124-76.0% |