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 | $15,312 | $129,959-88.2% | $104,301-85.3% | $134,532-88.6% |
| Participation rate | 86.4% | 79.5%+6.8pp | 73.3%+13.1pp | 81.2%+5.1pp |
| Annual return | -17.77% | 42.04%-59.8pp | 24.61%-42.4pp | 418.27%-436.0pp |
| Employer contribution / active EE | $686 | $4,185-83.6% | $3,373-79.7% | $4,741-85.5% |
| Participant deferral / active EE | $1,603 | $5,589-71.3% | $4,626-65.3% | $6,401-74.9% |
| Admin fee / account holder | $430 | $9,325-95.4% | $7,340-94.1% | $11,429-96.2% |