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 | $1,773 | $81,358-97.8% | $155,556-98.9% | $80,959-97.8% |
| Participation rate | 88.4% | 66.3%+22.1pp | 78.2%+10.1pp | 67.7%+20.7pp |
| Annual return | 12.11% | 33.39%-21.3pp | 64.84%-52.7pp | 35.67%-23.6pp |
| Employer contribution / active EE | $664 | $3,106-78.6% | $4,675-85.8% | $2,757-75.9% |
| Participant deferral / active EE | $738 | $3,455-78.6% | $5,631-86.9% | $4,300-82.8% |
| Admin fee / account holder | $745 | $7,994-90.7% | $15,885-95.3% | $6,925-89.2% |