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 | $9,390 | $166,131-94.3% | $164,975-94.3% | $145,877-93.6% |
| Participation rate | 81.0% | 82.0%-1.1pp | 78.6%+2.3pp | 80.3%+0.7pp |
| Annual return | 9.73% | 100.37%-90.6pp | 70.12%-60.4pp | 551.28%-541.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,883 | $6,962-44.2% | $6,033-35.6% | $6,691-42.0% |
| Admin fee / account holder | $338 | $16,648-98.0% | $12,688-97.3% | $13,402-97.5% |