Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,457 | $227,399-84.0% | $189,758-80.8% | $198,609-81.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.37% | 61.03%-49.7pp | 52.62%-41.3pp | 202.70%-191.3pp |
| Employer contribution / active EE | $3,270 | $5,526-40.8% | $4,767-31.4% | $5,055-35.3% |
| Participant deferral / active EE | $2,816 | $6,837-58.8% | $5,856-51.9% | $6,977-59.6% |
| Admin fee / account holder | $3,211 | $25,162-87.2% | $20,388-84.2% | $19,030-83.1% |