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 | $8,625 | $65,434-86.8% | $98,483-91.2% | $85,847-90.0% |
| Participation rate | 87.0% | 65.0%+21.9pp | 73.3%+13.6pp | 69.3%+17.6pp |
| Annual return | 19.77% | 21.75%-2.0pp | 1494.38%-1474.6pp | 318.61%-298.8pp |
| Employer contribution / active EE | $3 | $2,169-99.9% | $2,961-99.9% | $2,565-99.9% |
| Participant deferral / active EE | $3,156 | $3,168-0.4% | $4,276-26.2% | $3,952-20.1% |
| Admin fee / account holder | $1,786 | $4,595-61.1% | $5,953-70.0% | $6,261-71.5% |