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 | $13,791 | $106,749-87.1% | $145,433-90.5% | $82,448-83.3% |
| Participation rate | 84.0% | 75.6%+8.4pp | 82.1%+1.9pp | 68.1%+15.9pp |
| Annual return | 23.81% | 27.59%-3.8pp | 66.58%-42.8pp | 41.64%-17.8pp |
| Employer contribution / active EE | $1,651 | $3,444-52.1% | $4,554-63.7% | $2,551-35.3% |
| Participant deferral / active EE | $2,232 | $6,519-65.8% | $7,897-71.7% | $4,139-46.1% |
| Admin fee / account holder | $328 | $8,390-96.1% | $13,129-97.5% | $7,234-95.5% |