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 | $97,550-89.7% | $120,344-91.7% | $87,485-88.5% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.7%+17.4pp | 68.9%+25.2pp |
| Annual return | 21.13% | 18.41%+2.7pp | 20.30%+0.8pp | 26.06%-4.9pp |
| Employer contribution / active EE | $588 | $2,291-74.3% | $3,020-80.5% | $2,596-77.3% |
| Participant deferral / active EE | $3,963 | $4,230-6.3% | $5,135-22.8% | $4,274-7.3% |
| Admin fee / account holder | $461 | $9,543-95.2% | $12,742-96.4% | $7,775-94.1% |