Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,539 | $58,848-90.6% | $88,179-93.7% | $82,637-93.3% |
| Participation rate | 96.0% | 57.9%+38.1pp | 69.1%+26.9pp | 68.1%+27.9pp |
| Annual return | 64.50% | 22.76%+41.7pp | 64.97%-0.5pp | 53.51%+11.0pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,574 | $3,124-17.6% | $4,614-44.2% | $4,126-37.6% |
| Admin fee / account holder | $373 | $4,795-92.2% | $7,673-95.1% | $7,339-94.9% |