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 | $18,845 | $157,304-88.0% | $141,197-86.7% | $152,909-87.7% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.5%+13.4pp |
| Annual return | 23.67% | 64.34%-40.7pp | 71.41%-47.7pp | 345.46%-321.8pp |
| Employer contribution / active EE | $1,396 | $5,263-73.5% | $4,736-70.5% | $4,764-70.7% |
| Participant deferral / active EE | $2,061 | $7,111-71.0% | $6,710-69.3% | $5,851-64.8% |
| Admin fee / account holder | $942 | $12,126-92.2% | $10,265-90.8% | $11,601-91.9% |