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 | $9,333 | $143,969-93.5% | $199,883-95.3% | $82,637-88.7% |
| Participation rate | 79.5% | 84.1%-4.7pp | 86.8%-7.3pp | 68.1%+11.4pp |
| Annual return | 13.99% | 25.67%-11.7pp | 43.81%-29.8pp | 53.51%-39.5pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,306 | $6,937-81.2% | $9,138-85.7% | $4,126-68.3% |
| Admin fee / account holder | $389 | $14,597-97.3% | $17,268-97.7% | $7,339-94.7% |