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 | $4,978 | $65,423-92.4% | $98,477-94.9% | $85,856-94.2% |
| Participation rate | 79.0% | 65.0%+14.0pp | 73.3%+5.7pp | 69.3%+9.7pp |
| Annual return | 35.01% | 21.76%+13.3pp | 1493.59%-1458.6pp | 318.58%-283.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,474 | $3,167-53.4% | $4,276-65.5% | $3,952-62.7% |
| Admin fee / account holder | $1,952 | $4,594-57.5% | $5,951-67.2% | $6,261-68.8% |