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 | $12,176 | $160,028-92.4% | $147,080-91.7% | $145,884-91.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.70% | 98.60%-84.9pp | 420.17%-406.5pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,468 | $5,286-72.2% | $4,933-70.3% | $4,662-68.5% |
| Participant deferral / active EE | $1,888 | $8,422-77.6% | $8,066-76.6% | $6,690-71.8% |
| Admin fee / account holder | $1,972 | $15,030-86.9% | $12,989-84.8% | $13,392-85.3% |