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 | $16,265 | $185,856-91.2% | $170,028-90.4% | $139,456-88.3% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.7pp | 80.3%+13.4pp |
| Annual return | 30.10% | 60.52%-30.4pp | 53.39%-23.3pp | 373.45%-343.3pp |
| Employer contribution / active EE | $0 | $7,593-100.0% | $6,788-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,378 | $11,623-10.7% | $10,409-0.3% | $6,711+54.6% |
| Admin fee / account holder | $461 | $15,387-97.0% | $12,820-96.4% | $11,407-96.0% |