Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,676 | $48,314-88.3% | $67,561-91.6% | $80,925-93.0% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.7%+12.3pp |
| Annual return | 12.15% | 18.28%-6.1pp | 3525.44%-3513.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $666 | $2,022-67.1% | $2,735-75.7% | $2,756-75.9% |
| Participant deferral / active EE | $651 | $2,927-77.8% | $4,003-83.7% | $4,299-84.9% |
| Admin fee / account holder | $896 | $3,690-75.7% | $4,006-77.6% | $6,940-87.1% |