Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,420 | $48,053-78.3% | $84,637-87.7% | $72,976-85.7% |
| Participation rate | 76.9% | 57.6%+19.3pp | 68.2%+8.7pp | 69.5%+7.4pp |
| Annual return | 24.03% | 37.39%-13.4pp | 258.82%-234.8pp | 81.02%-57.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,792 | $2,681-33.1% | $3,900-54.1% | $3,608-50.3% |
| Admin fee / account holder | $547 | $3,395-83.9% | $4,914-88.9% | $5,124-89.3% |