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 | $13,188 | $99,079-86.7% | $78,002-83.1% | $273,972-95.2% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.5%+11.1pp | 83.0%+3.7pp |
| Annual return | 7.52% | 217.93%-210.4pp | 425.99%-418.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $238 | $3,308-92.8% | $2,470-90.4% | $4,869-95.1% |
| Participant deferral / active EE | $1,278 | $4,306-70.3% | $3,497-63.5% | $5,287-75.8% |
| Admin fee / account holder | $2,008 | $8,954-77.6% | $5,481-63.4% | $10,133-80.2% |