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 | $5,216 | $89,259-94.2% | $107,187-95.1% | $82,637-93.7% |
| Participation rate | 76.5% | 67.9%+8.5pp | 75.0%+1.5pp | 68.1%+8.4pp |
| Annual return | 22.71% | 21.02%+1.7pp | 204.55%-181.8pp | 53.51%-30.8pp |
| Employer contribution / active EE | $1,279 | $3,080-58.5% | $3,782-66.2% | $2,552-49.9% |
| Participant deferral / active EE | $1,524 | $4,037-62.3% | $5,096-70.1% | $4,126-63.1% |
| Admin fee / account holder | $700 | $7,381-90.5% | $9,162-92.4% | $7,339-90.5% |