Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,029 | $148,623-94.6% | $135,974-94.1% | $139,466-94.2% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 22.60% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.1pp |
| Employer contribution / active EE | $452 | $5,246-91.4% | $4,859-90.7% | $4,754-90.5% |
| Participant deferral / active EE | $3,117 | $8,103-61.5% | $7,760-59.8% | $6,712-53.6% |
| Admin fee / account holder | $430 | $12,406-96.5% | $10,767-96.0% | $11,409-96.2% |