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 | $9,805 | $154,228-93.6% | $145,433-93.3% | $137,256-92.9% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 24.03% | 74.59%-50.6pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,497 | $4,804-68.8% | $4,554-67.1% | $4,156-64.0% |
| Participant deferral / active EE | $1,864 | $8,216-77.3% | $7,897-76.4% | $6,407-70.9% |
| Admin fee / account holder | $813 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |