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 | $15,343 | $176,120-91.3% | $159,487-90.4% | $167,553-90.8% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 74.39% | 331.95%-257.6pp | 263.71%-189.3pp | 478.89%-404.5pp |
| Employer contribution / active EE | $2,690 | $5,299-49.2% | $4,831-44.3% | $4,840-44.4% |
| Participant deferral / active EE | $2,216 | $7,752-71.4% | $7,354-69.9% | $6,343-65.1% |
| Admin fee / account holder | $702 | $12,561-94.4% | $10,804-93.5% | $12,316-94.3% |