Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,906 | $102,385-88.4% | $147,080-91.9% | $80,935-85.3% |
| Participation rate | 80.4% | 75.9%+4.6pp | 82.2%-1.7pp | 67.7%+12.8pp |
| Annual return | 30.50% | 135.09%-104.6pp | 420.17%-389.7pp | 35.66%-5.2pp |
| Employer contribution / active EE | $1,073 | $3,717-71.1% | $4,933-78.3% | $2,757-61.1% |
| Participant deferral / active EE | $2,209 | $6,651-66.8% | $8,066-72.6% | $4,299-48.6% |
| Admin fee / account holder | $376 | $7,951-95.3% | $12,989-97.1% | $6,924-94.6% |