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 | $8,593 | $99,011-91.3% | $86,582-90.1% | $147,586-94.2% |
| Participation rate | 87.5% | 76.3%+11.2pp | 73.5%+14.0pp | 82.8%+4.7pp |
| Annual return | 19.80% | 1312.75%-1292.9pp | 965.08%-945.3pp | 578.59%-558.8pp |
| Employer contribution / active EE | $937 | $3,132-70.1% | $2,839-67.0% | $4,876-80.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $854 | $5,709-85.0% | $4,904-82.6% | $10,886-92.2% |