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 | $9,242 | $138,102-93.3% | $125,381-92.6% | $134,532-93.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.61% | 750.73%-771.3pp | 572.31%-592.9pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,406 | $5,245-73.2% | $4,815-70.8% | $4,741-70.4% |
| Participant deferral / active EE | $2,455 | $7,801-68.5% | $7,448-67.0% | $6,401-61.6% |
| Admin fee / account holder | $307 | $11,568-97.3% | $10,007-96.9% | $11,429-97.3% |