Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,970 | $93,598-77.6% | $135,974-84.6% | $75,173-72.1% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 15.73% | 30.89%-15.2pp | 68.30%-52.6pp | 160.72%-145.0pp |
| Employer contribution / active EE | $1,460 | $3,538-58.7% | $4,859-70.0% | $2,671-45.3% |
| Participant deferral / active EE | $2,419 | $6,405-62.2% | $7,760-68.8% | $4,126-41.4% |
| Admin fee / account holder | $1,713 | $6,978-75.5% | $10,767-84.1% | $5,651-69.7% |