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 | $6,075 | $160,040-96.2% | $147,096-95.9% | $145,877-95.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 12.21% | 98.49%-86.3pp | 419.75%-407.5pp | 551.28%-539.1pp |
| Employer contribution / active EE | $798 | $5,289-84.9% | $4,936-83.8% | $4,663-82.9% |
| Participant deferral / active EE | $2,658 | $8,429-68.5% | $8,071-67.1% | $6,691-60.3% |
| Admin fee / account holder | $424 | $15,050-97.2% | $13,005-96.7% | $13,402-96.8% |