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 | $7,016 | $78,520-91.1% | $96,576-92.7% | $82,448-91.5% |
| Participation rate | 80.5% | 77.7%+2.8pp | 81.4%-0.9pp | 68.1%+12.5pp |
| Annual return | 18.26% | 41.30%-23.0pp | 38.47%-20.2pp | 41.64%-23.4pp |
| Employer contribution / active EE | $610 | $2,630-76.8% | $3,553-82.8% | $2,551-76.1% |
| Participant deferral / active EE | $1,573 | $6,754-76.7% | $7,956-80.2% | $4,139-62.0% |
| Admin fee / account holder | $1,555 | $13,455-88.4% | $11,381-86.3% | $7,234-78.5% |