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 | $24,648 | $98,776-75.0% | $149,745-83.5% | $79,856-69.1% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.4pp |
| Annual return | 15.60% | 27.38%-11.8pp | 276.72%-261.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $361 | $3,217-88.8% | $4,646-92.2% | $2,471-85.4% |
| Participant deferral / active EE | $3,727 | $5,681-34.4% | $6,843-45.5% | $3,741-0.4% |
| Admin fee / account holder | $2,995 | $6,053-50.5% | $9,312-67.8% | $5,306-43.6% |