Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,270 | $88,672-86.2% | $105,223-88.3% | $82,448-85.1% |
| Participation rate | 83.9% | 67.9%+15.9pp | 75.0%+8.8pp | 68.1%+15.8pp |
| Annual return | 20.20% | 30.86%-10.7pp | 180.65%-160.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $6,358 | $3,048+108.6% | $3,689+72.4% | $2,551+149.2% |
| Participant deferral / active EE | $1,014 | $4,036-74.9% | $5,072-80.0% | $4,139-75.5% |
| Admin fee / account holder | $2,663 | $7,146-62.7% | $8,859-69.9% | $7,234-63.2% |