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 | $11,574 | $97,648-88.1% | $121,663-90.5% | $87,485-86.8% |
| Participation rate | 98.0% | 70.5%+27.6pp | 74.5%+23.5pp | 68.9%+29.1pp |
| Annual return | 31.13% | 18.03%+13.1pp | 147.54%-116.4pp | 26.06%+5.1pp |
| Employer contribution / active EE | $3,730 | $2,300+62.1% | $3,020+23.5% | $2,596+43.7% |
| Participant deferral / active EE | $463 | $3,923-88.2% | $4,887-90.5% | $4,274-89.2% |
| Admin fee / account holder | $325 | $11,100-97.1% | $14,289-97.7% | $7,775-95.8% |