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 | $16,446 | $101,672-83.8% | $147,117-88.8% | $74,478-77.9% |
| Participation rate | 88.9% | 75.5%+13.3pp | 82.2%+6.7pp | 67.2%+21.7pp |
| Annual return | 19.55% | 8757.83%-8738.3pp | 420.54%-401.0pp | 1370.56%-1351.0pp |
| Employer contribution / active EE | $548 | $3,813-85.6% | $4,932-88.9% | $2,626-79.1% |
| Participant deferral / active EE | $3,966 | $7,305-45.7% | $8,065-50.8% | $4,350-8.8% |
| Admin fee / account holder | $2,414 | $1,753+37.7% | $12,993-81.4% | $1,946+24.1% |