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 | $6,375 | $95,904-93.4% | $173,730-96.3% | $64,340-90.1% |
| Participation rate | 77.9% | 60.6%+17.2pp | 79.6%-1.7pp | 55.2%+22.6pp |
| Annual return | 22.09% | 17.47%+4.6pp | 19.96%+2.1pp | 24.14%-2.1pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,184 | $3,488-66.1% | $6,326-81.3% | $2,980-60.3% |
| Admin fee / account holder | $895 | $5,089-82.4% | $17,523-94.9% | $3,703-75.8% |