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 | $19,893 | $68,394-70.9% | $94,672-79.0% | $75,177-73.5% |
| Participation rate | 84.6% | 76.1%+8.5pp | 80.8%+3.8pp | 67.2%+17.4pp |
| Annual return | 18.33% | 616.92%-598.6pp | 156.89%-138.6pp | 160.75%-142.4pp |
| Employer contribution / active EE | $987 | $2,701-63.5% | $3,673-73.1% | $2,671-63.1% |
| Participant deferral / active EE | $1,499 | $6,536-77.1% | $7,417-79.8% | $4,126-63.7% |
| Admin fee / account holder | $1,225 | $5,326-77.0% | $7,222-83.0% | $5,651-78.3% |