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 | $12,669 | $125,184-89.9% | $105,607-88.0% | $145,884-91.3% |
| Participation rate | 78.9% | 77.6%+1.3pp | 75.3%+3.7pp | 80.3%-1.4pp |
| Annual return | 13.35% | 225.00%-211.7pp | 116.11%-102.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,637 | $5,714-53.8% | $5,011-47.4% | $6,690-60.6% |
| Admin fee / account holder | $581 | $17,133-96.6% | $10,958-94.7% | $13,392-95.7% |