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 | $4,990 | $56,894-91.2% | $84,753-94.1% | $62,881-92.1% |
| Participation rate | 78.6% | 68.5%+10.0pp | 76.6%+2.0pp | 69.3%+9.3pp |
| Annual return | 5.46% | 6.30%-0.8pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,203 | $2,709-18.7% | $3,712-40.6% | $3,203-31.2% |
| Admin fee / account holder | $544 | $3,581-84.8% | $5,333-89.8% | $4,296-87.3% |