Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,330 | $167,533-90.3% | $151,645-89.2% | $134,545-87.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.85% | 7.81%-26.7pp | 3.34%-22.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,067 | $6,828-84.4% | $6,165-82.7% | $4,742-77.5% |
| Participant deferral / active EE | $6,109 | $8,985-32.0% | $8,363-26.9% | $6,401-4.6% |
| Admin fee / account holder | $830 | $13,781-94.0% | $11,614-92.9% | $11,431-92.7% |