Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,955 | $160,040-98.2% | $147,096-98.0% | $145,877-98.0% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 32.92% | 98.49%-65.6pp | 419.75%-386.8pp | 551.28%-518.4pp |
| Employer contribution / active EE | $1,311 | $5,289-75.2% | $4,936-73.4% | $4,663-71.9% |
| Participant deferral / active EE | $1,464 | $8,429-82.6% | $8,071-81.9% | $6,691-78.1% |
| Admin fee / account holder | $512 | $15,050-96.6% | $13,005-96.1% | $13,402-96.2% |