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 | $7,188 | $107,363-93.3% | $92,909-92.3% | $152,897-95.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 16.84% | 145.63%-128.8pp | 109.44%-92.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $1,568 | $4,222-62.9% | $3,653-57.1% | $4,764-67.1% |
| Participant deferral / active EE | $1,210 | $4,848-75.0% | $4,238-71.4% | $5,851-79.3% |
| Admin fee / account holder | $1,204 | $7,082-83.0% | $5,795-79.2% | $11,599-89.6% |