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 | $4,108 | $106,749-96.2% | $145,433-97.2% | $82,448-95.0% |
| Participation rate | 77.4% | 75.6%+1.8pp | 82.1%-4.7pp | 68.1%+9.4pp |
| Annual return | 30.22% | 27.59%+2.6pp | 66.58%-36.4pp | 41.64%-11.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,845 | $6,519-71.7% | $7,897-76.6% | $4,139-55.4% |
| Admin fee / account holder | $398 | $8,390-95.3% | $13,129-97.0% | $7,234-94.5% |