Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $10,183 | $93,589-89.1% | $135,942-92.5% | $75,181-86.5% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.5pp | 67.2%+21.3pp |
| Annual return | 22.87% | 30.90%-8.0pp | 68.28%-45.4pp | 160.69%-137.8pp |
| Employer contribution / active EE | $3,590 | $3,537+1.5% | $4,858-26.1% | $2,671+34.4% |
| Participant deferral / active EE | $1,645 | $6,405-74.3% | $7,759-78.8% | $4,126-60.1% |
| Admin fee / account holder | $1,235 | $6,977-82.3% | $10,764-88.5% | $5,650-78.1% |