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 | $11,134 | $95,453-88.3% | $112,040-90.1% | $82,448-86.5% |
| Participation rate | 81.3% | 72.8%+8.5pp | 76.5%+4.8pp | 68.1%+13.2pp |
| Annual return | 15.55% | 23.92%-8.4pp | 24.52%-9.0pp | 41.64%-26.1pp |
| Employer contribution / active EE | $650 | $2,318-72.0% | $2,954-78.0% | $2,551-74.5% |
| Participant deferral / active EE | $2,402 | $4,224-43.1% | $5,098-52.9% | $4,139-42.0% |
| Admin fee / account holder | $2,579 | $9,013-71.4% | $12,098-78.7% | $7,234-64.3% |