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 | $6,091 | $160,028-96.2% | $147,080-95.9% | $145,884-95.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 27.85% | 98.60%-70.8pp | 420.17%-392.3pp | 551.85%-524.0pp |
| Employer contribution / active EE | $2,973 | $5,286-43.8% | $4,933-39.7% | $4,662-36.2% |
| Participant deferral / active EE | $691 | $8,422-91.8% | $8,066-91.4% | $6,690-89.7% |
| Admin fee / account holder | $3,038 | $15,030-79.8% | $12,989-76.6% | $13,392-77.3% |