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 | $13,818 | $155,555-91.1% | $146,866-90.6% | $155,188-91.1% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.5%-5.2pp | 80.8%-3.5pp |
| Annual return | 20.70% | 115.41%-94.7pp | 102.85%-82.2pp | 148.84%-128.1pp |
| Employer contribution / active EE | $1,312 | $4,647-71.8% | $4,425-70.3% | $4,248-69.1% |
| Participant deferral / active EE | $1,665 | $8,044-79.3% | $7,759-78.5% | $6,531-74.5% |
| Admin fee / account holder | $1,149 | $14,755-92.2% | $13,620-91.6% | $14,480-92.1% |