Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,851 | $86,919-84.1% | $102,457-86.5% | $80,911-82.9% |
| Participation rate | 98.4% | 72.4%+26.1pp | 76.5%+21.9pp | 67.6%+30.8pp |
| Annual return | 20.85% | 18.90%+2.0pp | 29.41%-8.6pp | 35.63%-14.8pp |
| Employer contribution / active EE | $549 | $2,368-76.8% | $3,022-81.8% | $2,756-80.1% |
| Participant deferral / active EE | $2,588 | $4,119-37.2% | $5,054-48.8% | $4,297-39.8% |
| Admin fee / account holder | $1,516 | $8,049-81.2% | $9,451-84.0% | $6,935-78.1% |