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 | $26,948 | $227,399-88.1% | $189,758-85.8% | $198,609-86.4% |
| Participation rate | 89.5% | 84.0%+5.5pp | 79.8%+9.7pp | 82.4%+7.1pp |
| Annual return | 91.70% | 61.03%+30.7pp | 52.62%+39.1pp | 202.70%-111.0pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,978 | $6,837-71.1% | $5,856-66.2% | $6,977-71.6% |
| Admin fee / account holder | $2,400 | $25,162-90.5% | $20,388-88.2% | $19,030-87.4% |