Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,544 | $176,105-92.9% | $159,474-92.1% | $167,536-92.5% |
| Participation rate | 93.3% | 85.0%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 17.22% | 331.91%-314.7pp | 263.68%-246.5pp | 478.82%-461.6pp |
| Employer contribution / active EE | $1,166 | $5,299-78.0% | $4,831-75.9% | $4,839-75.9% |
| Participant deferral / active EE | $2,049 | $7,751-73.6% | $7,353-72.1% | $6,342-67.7% |
| Admin fee / account holder | $360 | $12,559-97.1% | $10,802-96.7% | $12,315-97.1% |