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 | $22,269 | $155,833-85.7% | $124,693-82.1% | $167,536-86.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.44% | 17.98%-3.5pp | 5144.19%-5129.7pp | 478.82%-464.4pp |
| Employer contribution / active EE | $1,185 | $4,164-71.6% | $3,324-64.4% | $4,839-75.5% |
| Participant deferral / active EE | $416 | $5,675-92.7% | $4,615-91.0% | $6,342-93.4% |
| Admin fee / account holder | $693 | $9,534-92.7% | $7,494-90.8% | $12,315-94.4% |