Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,181 | $142,392-87.2% | $119,622-84.8% | $134,532-86.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.27% | -12.46%+13.7pp | -14.98%+16.3pp | 418.27%-417.0pp |
| Employer contribution / active EE | $4,545 | $5,224-13.0% | $4,232+7.4% | $4,741-4.1% |
| Participant deferral / active EE | $375 | $6,467-94.2% | $5,601-93.3% | $6,401-94.1% |
| Admin fee / account holder | $3,333 | $13,593-75.5% | $10,328-67.7% | $11,429-70.8% |