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 | $4,670 | $56,540-91.7% | $185,849-97.5% | $86,821-94.6% |
| Participation rate | 73.0% | 65.5%+7.5pp | 81.7%-8.7pp | 72.3%+0.7pp |
| Annual return | 20.29% | 118.20%-97.9pp | 122.10%-101.8pp | 97.94%-77.6pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,615 | $2,555-36.8% | $5,569-71.0% | $4,132-60.9% |
| Admin fee / account holder | $324 | $150+116.8% | $16,244-98.0% | $170+91.3% |