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 | $14,468 | $160,040-91.0% | $147,096-90.2% | $145,877-90.1% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 16.97% | 98.49%-81.5pp | 419.75%-402.8pp | 551.28%-534.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,477 | $8,429-23.2% | $8,071-19.7% | $6,691-3.2% |
| Admin fee / account holder | $2,595 | $15,050-82.8% | $13,005-80.0% | $13,402-80.6% |