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 | $8,442 | $99,875-91.5% | $146,866-94.3% | $86,983-90.3% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.5%+11.2pp |
| Annual return | 21.17% | 28.10%-6.9pp | 102.85%-81.7pp | 25.83%-4.7pp |
| Employer contribution / active EE | $1,151 | $3,224-64.3% | $4,425-74.0% | $2,584-55.5% |
| Participant deferral / active EE | $1,408 | $6,322-77.7% | $7,759-81.9% | $4,194-66.4% |
| Admin fee / account holder | $380 | $7,838-95.2% | $13,620-97.2% | $7,856-95.2% |