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 | $7,682 | $99,875-92.3% | $146,866-94.8% | $86,983-91.2% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 14.37% | 28.10%-13.7pp | 102.85%-88.5pp | 25.83%-11.5pp |
| Employer contribution / active EE | $713 | $3,224-77.9% | $4,425-83.9% | $2,584-72.4% |
| Participant deferral / active EE | $957 | $6,322-84.9% | $7,759-87.7% | $4,194-77.2% |
| Admin fee / account holder | $1,168 | $7,838-85.1% | $13,620-91.4% | $7,856-85.1% |