Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $13,216 | $78,425-83.1% | $95,956-86.2% | $79,858-83.5% |
| Participation rate | 84.2% | 73.5%+10.7pp | 77.1%+7.1pp | 69.6%+14.6pp |
| Annual return | 42.99% | 19.37%+23.6pp | 91.63%-48.6pp | 31.72%+11.3pp |
| Employer contribution / active EE | $146 | $1,945-92.5% | $2,541-94.3% | $2,471-94.1% |
| Participant deferral / active EE | $1,689 | $3,440-50.9% | $4,167-59.5% | $3,740-54.8% |
| Admin fee / account holder | $322 | $5,622-94.3% | $6,797-95.3% | $5,306-93.9% |