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 | $10,047 | $95,453-89.5% | $112,040-91.0% | $82,448-87.8% |
| Participation rate | 94.1% | 72.8%+21.4pp | 76.5%+17.6pp | 68.1%+26.0pp |
| Annual return | 21.13% | 23.92%-2.8pp | 24.52%-3.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $588 | $2,318-74.6% | $2,954-80.1% | $2,551-76.9% |
| Participant deferral / active EE | $3,963 | $4,224-6.2% | $5,098-22.3% | $4,139-4.3% |
| Admin fee / account holder | $461 | $9,013-94.9% | $12,098-96.2% | $7,234-93.6% |