Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,253 | $97,125-97.7% | $86,233-97.4% | $137,256-98.4% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.0%+24.3pp | 80.0%+13.4pp |
| Annual return | 22.18% | 74.19%-52.0pp | 61.39%-39.2pp | 220.34%-198.2pp |
| Employer contribution / active EE | $466 | $2,841-83.6% | $2,504-81.4% | $4,156-88.8% |
| Participant deferral / active EE | $572 | $5,180-89.0% | $4,559-87.5% | $6,407-91.1% |
| Admin fee / account holder | $312 | $9,725-96.8% | $8,342-96.3% | $12,270-97.5% |