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 | $10,799 | $104,098-89.6% | $140,514-92.3% | $94,015-88.5% |
| Participation rate | 77.6% | 73.7%+3.8pp | 77.8%-0.2pp | 70.8%+6.7pp |
| Annual return | 12.99% | 15.14%-2.1pp | 14.36%-1.4pp | 17.84%-4.9pp |
| Employer contribution / active EE | $506 | $2,388-78.8% | $3,378-85.0% | $2,790-81.9% |
| Participant deferral / active EE | $2,068 | $4,033-48.7% | $4,919-58.0% | $4,249-51.3% |
| Admin fee / account holder | $656 | $10,439-93.7% | $13,697-95.2% | $8,951-92.7% |