Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,697 | $71,230-76.6% | $93,727-82.2% | $80,959-79.4% |
| Participation rate | 81.5% | 60.4%+21.1pp | 68.7%+12.8pp | 67.7%+13.8pp |
| Annual return | 13.98% | 11.26%+2.7pp | 133.83%-119.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,665 | $4,037+40.3% | $4,417+28.3% | $4,300+31.7% |
| Admin fee / account holder | $409 | $6,961-94.1% | $8,292-95.1% | $6,925-94.1% |