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 | $18,723 | $93,598-80.0% | $135,974-86.2% | $75,173-75.1% |
| Participation rate | 81.2% | 75.2%+6.0pp | 81.9%-0.7pp | 67.2%+14.0pp |
| Annual return | 1296.71% | 30.89%+1265.8pp | 68.30%+1228.4pp | 160.72%+1136.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,906 | $6,405+39.0% | $7,760+14.8% | $4,126+115.8% |
| Admin fee / account holder | $764 | $6,978-89.1% | $10,767-92.9% | $5,651-86.5% |