Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,535 | $111,785-95.0% | $93,669-94.1% | $145,877-96.2% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 22.70% | 203.79%-181.1pp | 133.59%-110.9pp | 551.28%-528.6pp |
| Employer contribution / active EE | $482 | $3,096-84.4% | $2,424-80.1% | $4,663-89.7% |
| Participant deferral / active EE | $1,423 | $4,919-71.1% | $4,416-67.8% | $6,691-78.7% |
| Admin fee / account holder | $728 | $10,256-92.9% | $8,291-91.2% | $13,402-94.6% |