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 | $11,947 | $75,962-84.3% | $154,108-92.2% | $64,173-81.4% |
| Participation rate | 94.7% | 70.4%+24.3pp | 83.0%+11.6pp | 69.6%+25.1pp |
| Annual return | -5.72% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,665 | $3,350-50.3% | $5,298-68.6% | $2,381-30.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,188 | $5,589-78.8% | $13,411-91.1% | $4,887-75.7% |