Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,429 | $76,407-96.8% | $150,298-98.4% | $82,448-97.1% |
| Participation rate | 79.5% | 66.4%+13.1pp | 77.8%+1.7pp | 68.1%+11.4pp |
| Annual return | 16.71% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $645 | $2,614-75.3% | $4,154-84.5% | $2,551-74.7% |
| Participant deferral / active EE | $663 | $3,214-79.4% | $5,453-87.8% | $4,139-84.0% |
| Admin fee / account holder | $1,317 | $6,352-79.3% | $14,116-90.7% | $7,234-81.8% |