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 | $2,951 | $176,105-98.3% | $159,474-98.1% | $167,536-98.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 51.53% | 331.91%-280.4pp | 263.68%-212.1pp | 478.82%-427.3pp |
| Employer contribution / active EE | $1,622 | $5,299-69.4% | $4,831-66.4% | $4,839-66.5% |
| Participant deferral / active EE | $1,622 | $7,751-79.1% | $7,353-77.9% | $6,342-74.4% |
| Admin fee / account holder | $666 | $12,559-94.7% | $10,802-93.8% | $12,315-94.6% |