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 | $13,729 | $78,976-82.6% | $100,383-86.3% | $74,546-81.6% |
| Participation rate | 82.7% | 79.5%+3.2pp | 81.5%+1.2pp | 67.2%+15.5pp |
| Annual return | 28.34% | 20.62%+7.7pp | 49.26%-20.9pp | 1366.03%-1337.7pp |
| Employer contribution / active EE | $0 | $3,019-100.0% | $3,944-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $6,240 | $7,758-19.6% | $8,086-22.8% | $4,347+43.5% |
| Admin fee / account holder | $1,822 | $1,330+37.0% | $7,900-76.9% | $1,944-6.3% |