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 | $14,024 | $48,313-71.0% | $73,309-80.9% | $52,331-73.2% |
| Participation rate | 74.1% | 68.6%+5.6pp | 74.9%-0.8pp | 68.1%+6.0pp |
| Annual return | -0.47% | 3.85%-4.3pp | 5.67%-6.1pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,072 | $1,661-35.5% | $3,237-66.9% | $1,882-43.0% |
| Participant deferral / active EE | $1,377 | $4,189-67.1% | $4,991-72.4% | $3,022-54.4% |
| Admin fee / account holder | $838 | $404+107.4% | $5,635-85.1% | $592+41.6% |