Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,171,640 | $276,582+323.6% | $1,035,159+13.2% | $233,076+402.7% |
| Participation rate | 100.0% | 53.4%+46.6pp | 49.6%+50.4pp | 46.4%+53.6pp |
| Annual return | -2.85% | -68.32%+65.5pp | -61.72%+58.9pp | -82.67%+79.8pp |
| Employer contribution / active EE | $95,000 | $50,529+88.0% | $47,703+99.1% | $43,771+117.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $18,649 | $5,930+214.5% | $5,792+222.0% | $11,204+66.4% |