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 | $11,432 | $157,304-92.7% | $141,197-91.9% | $152,909-92.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.45% | 64.34%-31.9pp | 71.41%-39.0pp | 345.46%-313.0pp |
| Employer contribution / active EE | $1,716 | $5,263-67.4% | $4,736-63.8% | $4,764-64.0% |
| Participant deferral / active EE | $943 | $7,111-86.7% | $6,710-85.9% | $5,851-83.9% |
| Admin fee / account holder | $515 | $12,126-95.8% | $10,265-95.0% | $11,601-95.6% |