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 | $27,141 | $171,867-84.2% | $149,716-81.9% | $147,585-81.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.37% | 2113.36%-2097.0pp | 1501.67%-1485.3pp | 578.58%-562.2pp |
| Employer contribution / active EE | $1,112 | $6,275-82.3% | $5,444-79.6% | $4,876-77.2% |
| Participant deferral / active EE | $3,271 | $7,270-55.0% | $6,568-50.2% | $5,439-39.9% |
| Admin fee / account holder | $360 | $13,799-97.4% | $11,282-96.8% | $10,886-96.7% |