Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,831 | $209,336-91.5% | $197,124-91.0% | $137,256-87.0% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 25.32% | 48.09%-22.8pp | 44.34%-19.0pp | 220.34%-195.0pp |
| Employer contribution / active EE | $2,099 | $6,591-68.1% | $6,227-66.3% | $4,156-49.5% |
| Participant deferral / active EE | $2,707 | $9,614-71.8% | $9,135-70.4% | $6,407-57.7% |
| Admin fee / account holder | $1,463 | $17,308-91.5% | $16,298-91.0% | $12,270-88.1% |