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 | $4,304 | $177,353-97.6% | $158,226-97.3% | $198,609-97.8% |
| Participation rate | 90.0% | 77.0%+13.0pp | 74.8%+15.2pp | 82.4%+7.6pp |
| Annual return | 17.48% | 599.50%-582.0pp | 501.41%-483.9pp | 202.70%-185.2pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,690 | $4,615-41.7% | $4,317-37.7% | $6,977-61.5% |
| Admin fee / account holder | $332 | $10,960-97.0% | $10,217-96.7% | $19,030-98.3% |