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 | $16,623 | $165,381-89.9% | $149,730-88.9% | $158,966-89.5% |
| Participation rate | 95.8% | 84.6%+11.3pp | 82.5%+13.4pp | 82.0%+13.9pp |
| Annual return | 21.15% | 348.29%-327.1pp | 276.70%-255.5pp | 302.95%-281.8pp |
| Employer contribution / active EE | $582 | $5,104-88.6% | $4,645-87.5% | $4,762-87.8% |
| Participant deferral / active EE | $4,222 | $7,182-41.2% | $6,843-38.3% | $5,983-29.4% |
| Admin fee / account holder | $537 | $10,809-95.0% | $9,310-94.2% | $11,250-95.2% |