Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,878 | $166,268-95.9% | $165,100-95.8% | $145,897-95.3% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 12.20% | 100.52%-88.3pp | 70.21%-58.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,450 | $5,284-72.6% | $4,348-66.6% | $4,663-68.9% |
| Participant deferral / active EE | $1,260 | $6,964-81.9% | $6,035-79.1% | $6,689-81.2% |
| Admin fee / account holder | $340 | $16,659-98.0% | $12,696-97.3% | $13,390-97.5% |