Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,679 | $196,972-84.9% | $182,262-83.7% | $198,609-85.1% |
| Participation rate | 92.9% | 85.7%+7.2pp | 84.2%+8.6pp | 82.4%+10.5pp |
| Annual return | 14.46% | 158.27%-143.8pp | 140.60%-126.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,723 | $5,364-67.9% | $5,046-65.9% | $5,055-65.9% |
| Participant deferral / active EE | $3,345 | $8,643-61.3% | $8,276-59.6% | $6,977-52.1% |
| Admin fee / account holder | $2,804 | $18,429-84.8% | $16,712-83.2% | $19,030-85.3% |