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 | $10,043 | $106,524-90.6% | $152,301-93.4% | $87,485-88.5% |
| Participation rate | 75.8% | 75.8%0pp | 82.4%-6.7pp | 68.9%+6.8pp |
| Annual return | 18.92% | 26.89%-8.0pp | 80.50%-61.6pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,667 | $3,371-50.5% | $4,624-63.9% | $2,596-35.8% |
| Participant deferral / active EE | $2,170 | $6,525-66.7% | $8,004-72.9% | $4,274-49.2% |
| Admin fee / account holder | $4,540 | $8,287-45.2% | $14,398-68.5% | $7,775-41.6% |