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 | $19,938 | $105,200-81.0% | $159,474-87.5% | $85,847-76.8% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.8%+10.3pp | 69.3%+23.8pp |
| Annual return | 17.02% | 45.08%-28.1pp | 263.68%-246.7pp | 318.61%-301.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,763 | $5,946-70.3% | $7,353-76.0% | $3,952-55.4% |
| Admin fee / account holder | $2,465 | $6,934-64.5% | $10,802-77.2% | $6,261-60.6% |