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 | $11,210 | $102,393-89.1% | $147,041-92.4% | $80,911-86.1% |
| Participation rate | 79.1% | 75.9%+3.3pp | 82.2%-3.0pp | 67.6%+11.5pp |
| Annual return | 13.56% | 134.95%-121.4pp | 419.21%-405.6pp | 35.63%-22.1pp |
| Employer contribution / active EE | $1,260 | $3,715-66.1% | $4,935-74.5% | $2,756-54.3% |
| Participant deferral / active EE | $1,868 | $6,647-71.9% | $8,071-76.9% | $4,297-56.5% |
| Admin fee / account holder | $1,563 | $7,943-80.3% | $13,006-88.0% | $6,935-77.5% |