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 | $22,747 | $209,888-89.2% | $189,545-88.0% | $167,553-86.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.41% | 748.66%-735.3pp | 555.36%-541.9pp | 478.89%-465.5pp |
| Employer contribution / active EE | $3,273 | $6,915-52.7% | $6,162-46.9% | $4,840-32.4% |
| Participant deferral / active EE | $1,786 | $8,934-80.0% | $8,220-78.3% | $6,343-71.8% |
| Admin fee / account holder | $3,103 | $14,300-78.3% | $12,049-74.3% | $12,316-74.8% |