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 | $246,515 | $288,797-14.6% | $239,577+2.9% | $382,429-35.5% |
| Participation rate | 78.6% | 85.8%-7.2pp | 82.1%-3.5pp | 87.7%-9.2pp |
| Annual return | 14.40% | -3.30%+17.7pp | -0.70%+15.1pp | 248.85%-234.5pp |
| Employer contribution / active EE | $4,872 | $8,558-43.1% | $7,232-32.6% | $8,036-39.4% |
| Participant deferral / active EE | $8,732 | $6,420+36.0% | $5,676+53.8% | $5,727+52.5% |
| Admin fee / account holder | $1,014 | $18,649-94.6% | $19,315-94.8% | $30,732-96.7% |