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 | $6,081 | $63,924-90.5% | $108,582-94.4% | $55,167-89.0% |
| Participation rate | 90.0% | 74.3%+15.7pp | 79.6%+10.4pp | 69.0%+21.0pp |
| Annual return | 7.72% | 15.31%-7.6pp | -51.70%+59.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $590 | $1,879-68.6% | $3,758-84.3% | $1,963-70.0% |
| Participant deferral / active EE | $1,093 | $3,067-64.3% | $4,311-74.6% | $3,054-64.2% |
| Admin fee / account holder | $310 | $618-49.9% | $7,645-95.9% | $504-38.5% |