Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,702 | $73,988-93.6% | $96,538-95.1% | $75,177-93.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 805.26% | 26.73%+778.5pp | 35.74%+769.5pp | 160.75%+644.5pp |
| Employer contribution / active EE | $2,563 | $2,930-12.5% | $3,740-31.5% | $2,671-4.1% |
| Participant deferral / active EE | $749 | $3,660-79.5% | $4,880-84.7% | $4,126-81.9% |
| Admin fee / account holder | $345 | $5,220-93.4% | $6,737-94.9% | $5,651-93.9% |