Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,102 | $78,690-97.3% | $161,489-98.7% | $87,485-97.6% |
| Participation rate | 87.0% | 67.5%+19.5pp | 78.7%+8.3pp | 68.9%+18.0pp |
| Annual return | 63.28% | 32.74%+30.5pp | 89.72%-26.4pp | 26.06%+37.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $659 | $3,311-80.1% | $5,630-88.3% | $4,274-84.6% |
| Admin fee / account holder | $484 | $6,724-92.8% | $16,006-97.0% | $7,775-93.8% |