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 | $5,892 | $148,623-96.0% | $135,974-95.7% | $139,466-95.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 56.02% | 79.30%-23.3pp | 68.30%-12.3pp | 373.66%-317.6pp |
| Employer contribution / active EE | $2,311 | $5,246-56.0% | $4,859-52.4% | $4,754-51.4% |
| Participant deferral / active EE | $2,311 | $8,103-71.5% | $7,760-70.2% | $6,712-65.6% |
| Admin fee / account holder | $346 | $12,406-97.2% | $10,767-96.8% | $11,409-97.0% |