Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,900 | $81,446-78.0% | $103,374-82.7% | $80,874-77.9% |
| Participation rate | 86.5% | 66.9%+19.6pp | 74.5%+12.0pp | 67.6%+18.8pp |
| Annual return | 11.18% | 25.57%-14.4pp | 24.89%-13.7pp | 35.62%-24.4pp |
| Employer contribution / active EE | $637 | $3,107-79.5% | $3,869-83.5% | $2,756-76.9% |
| Participant deferral / active EE | $2,269 | $3,870-41.4% | $5,058-55.1% | $4,297-47.2% |
| Admin fee / account holder | $2,422 | $6,715-63.9% | $8,394-71.1% | $6,935-65.1% |