Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $7,290 | $217,427-96.6% | $185,837-96.1% | $167,518-95.6% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 20.17% | 148.39%-128.2pp | 122.08%-101.9pp | 478.71%-458.5pp |
| Employer contribution / active EE | $1,305 | $5,874-77.8% | $5,168-74.8% | $4,838-73.0% |
| Participant deferral / active EE | $2,122 | $6,357-66.6% | $5,568-61.9% | $6,342-66.5% |
| Admin fee / account holder | $1,317 | $19,816-93.4% | $16,241-91.9% | $12,312-89.3% |