Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,857 | $80,812-82.9% | $160,784-91.4% | $82,448-83.2% |
| Participation rate | 80.5% | 66.2%+14.3pp | 77.0%+3.5pp | 68.1%+12.4pp |
| Annual return | 15.36% | 100.59%-85.2pp | 1803.92%-1788.6pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,852 | $4,335-34.2% | $6,293-54.7% | $4,139-31.1% |
| Admin fee / account holder | $1,051 | $7,695-86.3% | $9,717-89.2% | $7,234-85.5% |