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 | $6,476 | $185,856-96.5% | $170,028-96.2% | $139,456-95.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 38.00% | 60.52%-22.5pp | 53.39%-15.4pp | 373.45%-335.5pp |
| Employer contribution / active EE | $1,729 | $7,593-77.2% | $6,788-74.5% | $4,753-63.6% |
| Participant deferral / active EE | $1,853 | $11,623-84.1% | $10,409-82.2% | $6,711-72.4% |
| Admin fee / account holder | $421 | $15,387-97.3% | $12,820-96.7% | $11,407-96.3% |