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 | $4,082 | $69,248-94.1% | $64,101-93.6% | $139,466-97.1% |
| Participation rate | 95.0% | 75.6%+19.4pp | 72.3%+22.7pp | 80.3%+14.7pp |
| Annual return | 90.43% | 45.95%+44.5pp | 33.72%+56.7pp | 373.66%-283.2pp |
| Employer contribution / active EE | $962 | $3,185-69.8% | $2,749-65.0% | $4,754-79.8% |
| Participant deferral / active EE | $633 | $4,682-86.5% | $3,881-83.7% | $6,712-90.6% |
| Admin fee / account holder | $1,265 | $4,247-70.2% | $3,070-58.8% | $11,409-88.9% |