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 | $9,557 | $178,174-94.6% | $156,181-93.9% | $137,256-93.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 20.03% | 84.19%-64.2pp | 64.87%-44.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,519 | $4,972-69.5% | $4,294-64.6% | $4,156-63.5% |
| Participant deferral / active EE | $1,628 | $6,888-76.4% | $6,132-73.4% | $6,407-74.6% |
| Admin fee / account holder | $1,130 | $17,404-93.5% | $14,586-92.3% | $12,270-90.8% |