Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,666 | $114,712-95.1% | $173,730-96.7% | $87,485-93.5% |
| Participation rate | 82.9% | 73.0%+9.9pp | 79.6%+3.3pp | 68.9%+14.0pp |
| Annual return | 15.62% | 20.18%-4.6pp | 19.96%-4.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,703 | $4,642-63.3% | $6,326-73.1% | $4,274-60.1% |
| Admin fee / account holder | $1,535 | $10,210-85.0% | $17,523-91.2% | $7,775-80.3% |