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 | $2,114 | $96,388-97.8% | $80,627-97.4% | $139,466-98.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 49.88% | 1352.08%-1302.2pp | 936.76%-886.9pp | 373.66%-323.8pp |
| Employer contribution / active EE | $251 | $3,260-92.3% | $2,723-90.8% | $4,754-94.7% |
| Participant deferral / active EE | $1,908 | $5,224-63.5% | $4,443-57.1% | $6,712-71.6% |
| Admin fee / account holder | $560 | $6,603-91.5% | $5,381-89.6% | $11,409-95.1% |