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.
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 | $6,127 | $48,327-87.3% | $67,575-90.9% | $80,935-92.4% |
| Participation rate | 78.6% | 66.4%+12.2pp | 72.9%+5.7pp | 67.7%+10.9pp |
| Annual return | 21.91% | 18.31%+3.6pp | 3528.98%-3507.1pp | 35.66%-13.7pp |
| Employer contribution / active EE | $226 | $2,022-88.8% | $2,736-91.7% | $2,757-91.8% |
| Participant deferral / active EE | $2,464 | $2,927-15.8% | $4,003-38.4% | $4,299-42.7% |
| Admin fee / account holder | $435 | $3,692-88.2% | $3,993-89.1% | $6,924-93.7% |