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 | $4,402 | $111,830-96.1% | $93,696-95.3% | $145,884-97.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.67% | 204.08%-189.4pp | 133.74%-119.1pp | 551.85%-537.2pp |
| Employer contribution / active EE | $545 | $3,093-82.4% | $2,422-77.5% | $4,662-88.3% |
| Participant deferral / active EE | $2,476 | $4,920-49.7% | $4,417-43.9% | $6,690-63.0% |
| Admin fee / account holder | $407 | $10,249-96.0% | $8,287-95.1% | $13,392-97.0% |