Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,984 | $181,062-96.1% | $158,223-95.6% | $155,188-95.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.55% | 57.39%-44.8pp | 52.09%-39.5pp | 148.84%-136.3pp |
| Employer contribution / active EE | $1,824 | $4,565-60.1% | $4,109-55.6% | $4,248-57.1% |
| Participant deferral / active EE | $985 | $6,134-83.9% | $5,467-82.0% | $6,531-84.9% |
| Admin fee / account holder | $1,168 | $18,825-93.8% | $16,047-92.7% | $14,480-91.9% |