Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,151 | $176,105-94.8% | $159,474-94.3% | $167,536-94.5% |
| Participation rate | 72.2% | 85.0%-12.7pp | 82.8%-10.6pp | 82.1%-9.9pp |
| Annual return | 14.09% | 331.91%-317.8pp | 263.68%-249.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $1,314 | $5,299-75.2% | $4,831-72.8% | $4,839-72.8% |
| Participant deferral / active EE | $2,145 | $7,751-72.3% | $7,353-70.8% | $6,342-66.2% |
| Admin fee / account holder | $448 | $12,559-96.4% | $10,802-95.9% | $12,315-96.4% |