Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $4,281 | $59,839-92.8% | $81,991-94.8% | $79,852-94.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 11.53% | 17.56%-6.0pp | 41.31%-29.8pp | 31.72%-20.2pp |
| Employer contribution / active EE | $13 | $1,713-99.2% | $2,498-99.5% | $2,471-99.5% |
| Participant deferral / active EE | $1,554 | $2,695-42.3% | $3,722-58.3% | $3,740-58.5% |
| Admin fee / account holder | $817 | $4,287-80.9% | $5,665-85.6% | $5,306-84.6% |