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 | $10,310 | $106,864-90.4% | $147,318-93.0% | $82,637-87.5% |
| Participation rate | 85.3% | 75.5%+9.8pp | 82.1%+3.2pp | 68.1%+17.2pp |
| Annual return | 17.22% | 27.49%-10.3pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $862 | $3,417-74.8% | $4,593-81.2% | $2,552-66.2% |
| Participant deferral / active EE | $2,362 | $6,496-63.6% | $7,906-70.1% | $4,126-42.7% |
| Admin fee / account holder | $1,016 | $8,415-87.9% | $13,708-92.6% | $7,339-86.2% |