Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,697 | $75,832-84.6% | $147,617-92.1% | $59,633-80.4% |
| Participation rate | 74.4% | 71.6%+2.8pp | 84.6%-10.3pp | 68.7%+5.7pp |
| Annual return | 3.75% | 0.37%+3.4pp | 61.98%-58.2pp | 2041.45%-2037.7pp |
| Employer contribution / active EE | $278 | $3,485-92.0% | $5,564-95.0% | $2,203-87.4% |
| Participant deferral / active EE | $1,735 | $3,131-44.6% | $4,895-64.6% | $3,192-45.7% |
| Admin fee / account holder | $2,114 | $5,986-64.7% | $11,612-81.8% | $4,297-50.8% |