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 | $5,917 | $135,956-95.6% | $123,894-95.2% | $273,972-97.8% |
| Participation rate | 70.6% | 84.1%-13.5pp | 81.4%-10.8pp | 83.0%-12.4pp |
| Annual return | 6.14% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,389 | $5,170-73.1% | $4,617-69.9% | $4,869-71.5% |
| Participant deferral / active EE | $1,455 | $6,343-77.1% | $5,984-75.7% | $5,287-72.5% |
| Admin fee / account holder | $640 | $9,817-93.5% | $8,357-92.3% | $10,133-93.7% |