Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,587 | $77,523-81.2% | $100,383-85.5% | $80,874-82.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 112.69% | 37.21%+75.5pp | 49.26%+63.4pp | 35.62%+77.1pp |
| Employer contribution / active EE | $1,396 | $2,801-50.2% | $3,944-64.6% | $2,756-49.3% |
| Participant deferral / active EE | $2,740 | $6,822-59.8% | $8,086-66.1% | $4,297-36.2% |
| Admin fee / account holder | $1,493 | $5,899-74.7% | $7,900-81.1% | $6,935-78.5% |