Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,219 | $102,385-80.3% | $147,080-86.3% | $80,935-75.0% |
| Participation rate | 90.9% | 75.9%+15.0pp | 82.2%+8.7pp | 67.7%+23.2pp |
| Annual return | 21.24% | 135.09%-113.9pp | 420.17%-398.9pp | 35.66%-14.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,017 | $6,651+50.6% | $8,066+24.2% | $4,299+133.0% |
| Admin fee / account holder | $1,963 | $7,951-75.3% | $12,989-84.9% | $6,924-71.7% |