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 | $14,717 | $55,457-73.5% | $77,361-81.0% | $94,015-84.3% |
| Participation rate | 88.5% | 69.8%+18.7pp | 75.0%+13.6pp | 70.8%+17.7pp |
| Annual return | 11.44% | 15.57%-4.1pp | 1011.54%-1000.1pp | 17.84%-6.4pp |
| Employer contribution / active EE | $1,061 | $2,255-52.9% | $2,990-64.5% | $2,790-62.0% |
| Participant deferral / active EE | $49 | $3,069-98.4% | $3,911-98.7% | $4,249-98.8% |
| Admin fee / account holder | $2,353 | $4,334-45.7% | $5,894-60.1% | $8,951-73.7% |