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 | $1,262 | $81,358-98.4% | $155,556-99.2% | $80,959-98.4% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 12.07% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $519 | $3,455-85.0% | $5,631-90.8% | $4,300-87.9% |
| Admin fee / account holder | $337 | $7,994-95.8% | $15,885-97.9% | $6,925-95.1% |