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 | $8,148 | $73,787-89.0% | $98,716-91.7% | $82,448-90.1% |
| Participation rate | 80.6% | 61.4%+19.2pp | 69.3%+11.4pp | 68.1%+12.6pp |
| Annual return | 15.61% | 18.57%-3.0pp | 31.81%-16.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $774 | $1,511-48.8% | $2,279-66.0% | $2,551-69.7% |
| Participant deferral / active EE | $1,010 | $3,081-67.2% | $4,048-75.0% | $4,139-75.6% |
| Admin fee / account holder | $321 | $6,500-95.1% | $8,703-96.3% | $7,234-95.6% |