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 | $13,446 | $102,382-86.9% | $147,005-90.9% | $80,874-83.4% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.2%-10.7pp | 67.6%+3.8pp |
| Annual return | 130.44% | 134.89%-4.4pp | 418.76%-288.3pp | 35.62%+94.8pp |
| Employer contribution / active EE | $937 | $3,715-74.8% | $4,934-81.0% | $2,756-66.0% |
| Participant deferral / active EE | $2,076 | $6,646-68.8% | $8,070-74.3% | $4,297-51.7% |
| Admin fee / account holder | $6,340 | $7,942-20.2% | $13,006-51.3% | $6,935-8.6% |