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 | $12,834 | $148,623-91.4% | $135,974-90.6% | $139,466-90.8% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 18.61% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $8,624 | $8,103+6.4% | $7,760+11.1% | $6,712+28.5% |
| Admin fee / account holder | $382 | $12,406-96.9% | $10,767-96.4% | $11,409-96.6% |