Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $38,288 | $275,752-86.1% | $256,809-85.1% | $198,609-80.7% |
| Participation rate | 81.8% | 89.2%-7.3pp | 88.5%-6.7pp | 82.4%-0.6pp |
| Annual return | 22.64% | 34.81%-12.2pp | 32.73%-10.1pp | 202.70%-180.1pp |
| Employer contribution / active EE | $15 | $7,721-99.8% | $7,263-99.8% | $5,055-99.7% |
| Participant deferral / active EE | $8,718 | $10,037-13.1% | $9,520-8.4% | $6,977+25.0% |
| Admin fee / account holder | $578 | $25,716-97.8% | $25,146-97.7% | $19,030-97.0% |