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 | $3,436 | $69,273-95.0% | $90,796-96.2% | $82,637-95.8% |
| Participation rate | 72.9% | 64.0%+8.8pp | 69.5%+3.4pp | 68.1%+4.8pp |
| Annual return | 22.76% | 18.37%+4.4pp | 19.29%+3.5pp | 53.51%-30.7pp |
| Employer contribution / active EE | $576 | $1,865-69.1% | $2,294-74.9% | $2,552-77.4% |
| Participant deferral / active EE | $982 | $3,047-67.8% | $3,822-74.3% | $4,126-76.2% |
| Admin fee / account holder | $1,032 | $5,511-81.3% | $7,024-85.3% | $7,339-85.9% |