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 | $8,626 | $166,131-94.8% | $164,975-94.8% | $145,877-94.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 10.32% | 100.37%-90.1pp | 70.12%-59.8pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,930 | $5,276-63.4% | $4,343-55.6% | $4,663-58.6% |
| Participant deferral / active EE | $2,024 | $6,962-70.9% | $6,033-66.5% | $6,691-69.8% |
| Admin fee / account holder | $4,682 | $16,648-71.9% | $12,688-63.1% | $13,402-65.1% |