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.
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 | $8,619 | $106,003-91.9% | $92,236-90.7% | $147,585-94.2% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 11.13% | 50.05%-38.9pp | 176.29%-165.2pp | 578.57%-567.4pp |
| Employer contribution / active EE | $3,193 | $4,333-26.3% | $3,679-13.2% | $4,876-34.5% |
| Participant deferral / active EE | $1,049 | $4,478-76.6% | $3,897-73.1% | $5,439-80.7% |
| Admin fee / account holder | $1,085 | $6,333-82.9% | $5,194-79.1% | $10,885-90.0% |