Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,804 | $217,432-98.3% | $185,849-98.0% | $167,536-97.7% |
| Participation rate | 93.8% | 86.1%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 10.07% | 148.42%-138.3pp | 122.10%-112.0pp | 478.82%-468.7pp |
| Employer contribution / active EE | $1,316 | $5,875-77.6% | $5,169-74.5% | $4,839-72.8% |
| Participant deferral / active EE | $1,959 | $6,357-69.2% | $5,569-64.8% | $6,342-69.1% |
| Admin fee / account holder | $533 | $19,818-97.3% | $16,244-96.7% | $12,315-95.7% |