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 | $17,644 | $102,429-82.8% | $147,096-88.0% | $80,925-78.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 13.07% | 135.02%-122.0pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,103 | $6,649+6.8% | $8,071-12.0% | $4,299+65.2% |
| Admin fee / account holder | $1,866 | $7,957-76.5% | $13,005-85.6% | $6,940-73.1% |