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 | $7,489 | $107,733-93.0% | $92,985-91.9% | $154,746-95.2% |
| Participation rate | 88.9% | 74.6%+14.3pp | 69.5%+19.4pp | 80.7%+8.2pp |
| Annual return | 13.62% | 30.39%-16.8pp | 27.99%-14.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $416 | $3,126-86.7% | $2,662-84.4% | $4,379-90.5% |
| Participant deferral / active EE | $2,559 | $5,053-49.4% | $4,377-41.5% | $6,730-62.0% |
| Admin fee / account holder | $1,793 | $11,369-84.2% | $9,463-81.1% | $14,365-87.5% |