Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,839 | $106,864-94.5% | $147,318-96.0% | $82,637-92.9% |
| Participation rate | 85.9% | 75.5%+10.4pp | 82.1%+3.8pp | 68.1%+17.8pp |
| Annual return | 15.84% | 27.49%-11.7pp | 70.43%-54.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,806 | $6,496-72.2% | $7,906-77.2% | $4,126-56.2% |
| Admin fee / account holder | $376 | $8,415-95.5% | $13,708-97.3% | $7,339-94.9% |