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 | $3,679 | $175,259-97.9% | $149,723-97.5% | $139,487-97.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 171.98% | 166.82%+5.2pp | 134.50%+37.5pp | 373.84%-201.9pp |
| Employer contribution / active EE | $1,271 | $5,478-76.8% | $4,821-73.6% | $4,755-73.3% |
| Participant deferral / active EE | $1,363 | $6,522-79.1% | $5,682-76.0% | $6,713-79.7% |
| Admin fee / account holder | $344 | $16,158-97.9% | $13,215-97.4% | $11,407-97.0% |