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 | $9,379 | $160,028-94.1% | $147,080-93.6% | $145,884-93.6% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 11.53% | 98.60%-87.1pp | 420.17%-408.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,463 | $5,286-72.3% | $4,933-70.3% | $4,662-68.6% |
| Participant deferral / active EE | $1,672 | $8,422-80.2% | $8,066-79.3% | $6,690-75.0% |
| Admin fee / account holder | $2,176 | $15,030-85.5% | $12,989-83.2% | $13,392-83.8% |