Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,053 | $114,712-77.3% | $173,730-85.0% | $87,485-70.2% |
| Participation rate | 73.3% | 73.0%+0.3pp | 79.6%-6.2pp | 68.9%+4.4pp |
| Annual return | 18.08% | 20.18%-2.1pp | 19.96%-1.9pp | 26.06%-8.0pp |
| Employer contribution / active EE | $771 | $2,904-73.4% | $4,577-83.2% | $2,596-70.3% |
| Participant deferral / active EE | $3,629 | $4,642-21.8% | $6,326-42.6% | $4,274-15.1% |
| Admin fee / account holder | $2,396 | $10,210-76.5% | $17,523-86.3% | $7,775-69.2% |