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 | $9,192 | $57,352-84.0% | $83,831-89.0% | $64,173-85.7% |
| Participation rate | 88.2% | 68.6%+19.6pp | 76.1%+12.1pp | 69.6%+18.7pp |
| Annual return | -4.44% | 11.38%-15.8pp | 850.99%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $12,168 | $2,546+378.0% | $3,631+235.1% | $2,381+411.1% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,556 | $4,046+160.9% | $5,479+92.7% | $4,887+116.0% |