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 | $25,036 | $227,399-89.0% | $189,758-86.8% | $198,609-87.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.38% | 61.03%-40.6pp | 52.62%-32.2pp | 202.70%-182.3pp |
| Employer contribution / active EE | $3,558 | $5,526-35.6% | $4,767-25.3% | $5,055-29.6% |
| Participant deferral / active EE | $1,754 | $6,837-74.3% | $5,856-70.1% | $6,977-74.9% |
| Admin fee / account holder | $322 | $25,162-98.7% | $20,388-98.4% | $19,030-98.3% |