Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,961 | $102,385-87.3% | $147,080-91.2% | $80,935-84.0% |
| Participation rate | 76.0% | 75.9%+0.1pp | 82.2%-6.2pp | 67.7%+8.3pp |
| Annual return | 29.96% | 135.09%-105.1pp | 420.17%-390.2pp | 35.66%-5.7pp |
| Employer contribution / active EE | $723 | $3,717-80.6% | $4,933-85.3% | $2,757-73.8% |
| Participant deferral / active EE | $5,565 | $6,651-16.3% | $8,066-31.0% | $4,299+29.4% |
| Admin fee / account holder | $2,876 | $7,951-63.8% | $12,989-77.9% | $6,924-58.5% |