Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,879 | $210,908-94.4% | $153,643-92.3% | $145,884-91.9% |
| Participation rate | 76.9% | 82.1%-5.2pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 11.58% | 13.46%-1.9pp | 15.71%-4.1pp | 551.85%-540.3pp |
| Employer contribution / active EE | $0 | $6,055-100.0% | $5,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,007 | $7,976-74.8% | $6,754-70.3% | $6,690-70.0% |
| Admin fee / account holder | $393 | $19,477-98.0% | $12,739-96.9% | $13,392-97.1% |