Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $25,057 | $101,778-75.4% | $164,975-84.8% | $80,925-69.0% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.7%+7.3pp |
| Annual return | 12.53% | 16.73%-4.2pp | 70.12%-57.6pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,965 | $2,954-33.5% | $4,343-54.8% | $2,756-28.7% |
| Participant deferral / active EE | $1,386 | $4,477-69.0% | $6,033-77.0% | $4,299-67.8% |
| Admin fee / account holder | $2,645 | $8,221-67.8% | $12,688-79.2% | $6,940-61.9% |