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 | $18,765 | $72,492-74.1% | $87,104-78.5% | $72,975-74.3% |
| Participation rate | 80.0% | 72.8%+7.2pp | 76.9%+3.1pp | 69.5%+10.5pp |
| Annual return | 22.25% | 24.46%-2.2pp | 28.19%-5.9pp | 81.01%-58.8pp |
| Employer contribution / active EE | $908 | $1,894-52.0% | $2,521-64.0% | $2,440-62.8% |
| Participant deferral / active EE | $1,401 | $3,270-57.2% | $4,048-65.4% | $3,608-61.2% |
| Admin fee / account holder | $935 | $5,055-81.5% | $7,491-87.5% | $5,124-81.7% |