Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,759 | $101,672-92.4% | $147,117-94.7% | $74,478-89.6% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.0pp | 67.2%+27.0pp |
| Annual return | 13.58% | 8757.83%-8744.2pp | 420.54%-407.0pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,146 | $3,813-69.9% | $4,932-76.8% | $2,626-56.4% |
| Participant deferral / active EE | $2,198 | $7,305-69.9% | $8,065-72.7% | $4,350-49.5% |
| Admin fee / account holder | $411 | $1,753-76.6% | $12,993-96.8% | $1,946-78.9% |