Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,527 | $65,555-97.7% | $86,216-98.2% | $75,173-98.0% |
| Participation rate | 88.9% | 60.5%+28.4pp | 69.0%+19.9pp | 67.2%+21.7pp |
| Annual return | 24.86% | 46.07%-21.2pp | 1169.42%-1144.6pp | 160.72%-135.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,159 | $3,023-61.7% | $3,986-70.9% | $4,126-71.9% |
| Admin fee / account holder | $543 | $5,469-90.1% | $6,853-92.1% | $5,651-90.4% |