Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,908 | $59,725-61.6% | $68,509-66.6% | - |
| Participation rate | 72.7% | 66.5%+6.2pp | 74.7%-2.0pp | - |
| Annual return | -0.09% | 51.05%-51.1pp | 8.27%-8.4pp | - |
| Employer contribution / active EE | $333 | $1,613-79.4% | $2,278-85.4% | - |
| Participant deferral / active EE | $2,425 | $2,426-0.1% | $3,382-28.3% | - |
| Admin fee / account holder | $1,964 | $8,564-77.1% | $5,275-62.8% | - |