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 | $12,923 | $202,342-93.6% | $172,753-92.5% | $152,909-91.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.02% | 1029.88%-1006.9pp | 803.00%-780.0pp | 345.46%-322.4pp |
| Employer contribution / active EE | $3,595 | $5,857-38.6% | $5,144-30.1% | $4,764-24.5% |
| Participant deferral / active EE | $1,550 | $5,948-73.9% | $5,198-70.2% | $5,851-73.5% |
| Admin fee / account holder | $359 | $17,112-97.9% | $13,956-97.4% | $11,601-96.9% |