Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,383 | $183,539-97.6% | $155,556-97.2% | $145,897-97.0% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 17.24% | 61.31%-44.1pp | 64.84%-47.6pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,464 | $5,315-72.5% | $4,675-68.7% | $4,663-68.6% |
| Participant deferral / active EE | $1,735 | $6,467-73.2% | $5,631-69.2% | $6,689-74.1% |
| Admin fee / account holder | $1,353 | $19,275-93.0% | $15,885-91.5% | $13,390-89.9% |