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.
Employer 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 | $13,370 | $127,387-89.5% | $115,038-88.4% | $125,389-89.3% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -3.17% | 31.28%-34.4pp | 26.14%-29.3pp | 282.24%-285.4pp |
| Employer contribution / active EE | $11 | $5,166-99.8% | $4,608-99.8% | $4,866-99.8% |
| Participant deferral / active EE | $3,147 | $6,423-51.0% | $6,026-47.8% | $5,352-41.2% |
| Admin fee / account holder | $2,287 | $9,516-76.0% | $8,175-72.0% | $9,541-76.0% |