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 | $3,452 | $106,267-96.8% | $96,520-96.4% | $139,456-97.5% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 36.74% | 38.45%-1.7pp | 35.72%+1.0pp | 373.45%-336.7pp |
| Employer contribution / active EE | $700 | $4,105-82.9% | $3,739-81.3% | $4,753-85.3% |
| Participant deferral / active EE | $2,544 | $5,454-53.4% | $4,879-47.9% | $6,711-62.1% |
| Admin fee / account holder | $786 | $7,882-90.0% | $6,733-88.3% | $11,407-93.1% |