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 | $28,601 | $160,059-82.1% | $140,019-79.6% | $135,380-78.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.17% | 911.48%-917.7pp | 651.17%-657.3pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,123 | $6,420-66.9% | $5,605-62.1% | $4,779-55.6% |
| Participant deferral / active EE | $1,966 | $7,641-74.3% | $6,927-71.6% | $5,609-64.9% |
| Admin fee / account holder | $2,326 | $13,328-82.5% | $10,705-78.3% | $10,828-78.5% |