Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,941 | $129,737-96.2% | $119,126-95.9% | $154,746-96.8% |
| Participation rate | 78.9% | 78.9%+0.1pp | 75.8%+3.2pp | 80.7%-1.8pp |
| Annual return | 23.20% | 379.08%-355.9pp | 282.11%-258.9pp | 172.34%-149.1pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,494 | $5,842-74.4% | $5,318-71.9% | $6,730-77.8% |
| Admin fee / account holder | $313 | $11,961-97.4% | $10,693-97.1% | $14,365-97.8% |