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 | $16,886 | $102,422-83.5% | $147,117-88.5% | $80,959-79.1% |
| Participation rate | 89.6% | 75.9%+13.7pp | 82.2%+7.4pp | 67.7%+21.9pp |
| Annual return | 13.70% | 135.16%-121.5pp | 420.54%-406.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $1,183 | $3,717-68.2% | $4,932-76.0% | $2,757-57.1% |
| Participant deferral / active EE | $2,435 | $6,652-63.4% | $8,065-69.8% | $4,300-43.4% |
| Admin fee / account holder | $1,862 | $7,953-76.6% | $12,993-85.7% | $6,925-73.1% |