Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,037 | $185,856-87.6% | $170,028-86.5% | $139,456-83.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.99% | 60.52%-37.5pp | 53.39%-30.4pp | 373.45%-350.5pp |
| Employer contribution / active EE | $521 | $7,593-93.1% | $6,788-92.3% | $4,753-89.0% |
| Participant deferral / active EE | $9,545 | $11,623-17.9% | $10,409-8.3% | $6,711+42.2% |
| Admin fee / account holder | $1,574 | $15,387-89.8% | $12,820-87.7% | $11,407-86.2% |