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 | $25,288 | $160,059-84.2% | $140,019-81.9% | $135,380-81.3% |
| Participation rate | 84.2% | 88.5%-4.3pp | 87.5%-3.3pp | 82.6%+1.6pp |
| Annual return | -5.90% | 911.48%-917.4pp | 651.17%-657.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,755 | $7,641-77.0% | $6,927-74.7% | $5,609-68.7% |
| Admin fee / account holder | $2,833 | $13,328-78.7% | $10,705-73.5% | $10,828-73.8% |