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 | $5,632 | $78,015-92.8% | $178,505-96.8% | $80,959-93.0% |
| Participation rate | 72.2% | 65.7%+6.6pp | 77.1%-4.9pp | 67.7%+4.6pp |
| Annual return | 12.76% | 18.10%-5.3pp | 27.16%-14.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,231 | $4,406-72.1% | $6,280-80.4% | $4,300-71.4% |
| Admin fee / account holder | $364 | $7,160-94.9% | $10,428-96.5% | $6,925-94.8% |