Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,571 | $78,682-76.4% | $109,188-83.0% | $85,851-78.4% |
| Participation rate | 97.7% | 68.3%+29.5pp | 75.9%+21.8pp | 69.3%+28.4pp |
| Annual return | 24.02% | 25.09%-1.1pp | 25.76%-1.7pp | 318.63%-294.6pp |
| Employer contribution / active EE | $6,883 | $2,734+151.8% | $3,723+84.9% | $2,565+168.3% |
| Participant deferral / active EE | $228 | $3,468-93.4% | $4,654-95.1% | $3,952-94.2% |
| Admin fee / account holder | $972 | $5,470-82.2% | $6,755-85.6% | $6,261-84.5% |