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 | $23,021 | $106,864-78.5% | $147,318-84.4% | $82,637-72.1% |
| Participation rate | 92.1% | 75.5%+16.6pp | 82.1%+10.0pp | 68.1%+24.1pp |
| Annual return | 14.80% | 27.49%-12.7pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,843 | $6,496-56.2% | $7,906-64.0% | $4,126-31.1% |
| Admin fee / account holder | $2,811 | $8,415-66.6% | $13,708-79.5% | $7,339-61.7% |