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 | $19,948 | $135,956-85.3% | $123,894-83.9% | $273,972-92.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 9.82% | 56.63%-46.8pp | 47.52%-37.7pp | 41.46%-31.6pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,578 | $6,343+19.5% | $5,984+26.6% | $5,287+43.3% |
| Admin fee / account holder | $1,641 | $9,817-83.3% | $8,357-80.4% | $10,133-83.8% |