Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,857 | $84,953-83.7% | $163,379-91.5% | $82,637-83.2% |
| Participation rate | 80.5% | 65.9%+14.5pp | 76.8%+3.7pp | 68.1%+12.4pp |
| Annual return | 15.36% | 23.07%-7.7pp | 63.41%-48.0pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,852 | $4,326-34.1% | $6,282-54.6% | $4,126-30.9% |
| Admin fee / account holder | $1,051 | $7,921-86.7% | $9,818-89.3% | $7,339-85.7% |