Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,118 | $65,575-90.7% | $86,209-92.9% | $75,181-91.9% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.0%+16.8pp | 67.2%+18.5pp |
| Annual return | 48.20% | 46.07%+2.1pp | 1169.05%-1120.9pp | 160.69%-112.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,062 | $3,023+100.5% | $3,986+52.1% | $4,126+46.9% |
| Admin fee / account holder | $569 | $5,470-89.6% | $6,853-91.7% | $5,650-89.9% |