Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,368 | $138,075-91.8% | $123,552-90.8% | $135,379-91.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 13.19% | 153.70%-140.5pp | 119.20%-106.0pp | 519.79%-506.6pp |
| Employer contribution / active EE | $1,521 | $5,152-70.5% | $4,628-67.1% | $4,779-68.2% |
| Participant deferral / active EE | $2,153 | $6,800-68.3% | $6,426-66.5% | $5,609-61.6% |
| Admin fee / account holder | $1,688 | $10,917-84.5% | $9,285-81.8% | $10,828-84.4% |