Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,387 | $101,672-69.1% | $147,117-78.7% | $74,478-57.9% |
| Participation rate | 93.9% | 75.5%+18.3pp | 82.2%+11.7pp | 67.2%+26.7pp |
| Annual return | 16.89% | 8757.83%-8740.9pp | 420.54%-403.6pp | 1370.56%-1353.7pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $12,032 | $7,305+64.7% | $8,065+49.2% | $4,350+176.6% |
| Admin fee / account holder | $2,481 | $1,753+41.5% | $12,993-80.9% | $1,946+27.5% |