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 | $4,795 | $82,674-94.2% | $125,363-96.2% | $68,495-93.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | 0.00% | -5.97%+6.0pp | 572.15%-572.1pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,476 | $3,382-56.3% | $4,815-69.3% | $2,596-43.1% |
| Participant deferral / active EE | $2,396 | $6,111-60.8% | $7,447-67.8% | $4,028-40.5% |
| Admin fee / account holder | $301 | $6,276-95.2% | $10,005-97.0% | $5,403-94.4% |