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 | $12,384 | $160,028-92.3% | $147,080-91.6% | $145,884-91.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.54% | 98.60%-88.1pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,353 | $5,286-74.4% | $4,933-72.6% | $4,662-71.0% |
| Participant deferral / active EE | $1,353 | $8,422-83.9% | $8,066-83.2% | $6,690-79.8% |
| Admin fee / account holder | $2,063 | $15,030-86.3% | $12,989-84.1% | $13,392-84.6% |