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 | $18,093 | $136,860-86.8% | $120,344-85.0% | $154,746-88.3% |
| Participation rate | 90.0% | 79.9%+10.1pp | 76.7%+13.3pp | 80.7%+9.3pp |
| Annual return | 10.94% | 21.38%-10.4pp | 20.30%-9.4pp | 172.34%-161.4pp |
| Employer contribution / active EE | $922 | $3,533-73.9% | $3,020-69.5% | $4,379-78.9% |
| Participant deferral / active EE | $1,663 | $5,793-71.3% | $5,135-67.6% | $6,730-75.3% |
| Admin fee / account holder | $765 | $15,393-95.0% | $12,742-94.0% | $14,365-94.7% |