Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,335 | $106,749-89.4% | $145,433-92.2% | $82,448-86.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.90% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.7pp |
| Employer contribution / active EE | $1,912 | $3,444-44.5% | $4,554-58.0% | $2,551-25.0% |
| Participant deferral / active EE | $1,702 | $6,519-73.9% | $7,897-78.5% | $4,139-58.9% |
| Admin fee / account holder | $729 | $8,390-91.3% | $13,129-94.4% | $7,234-89.9% |