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 | $11,269 | $162,136-93.0% | $152,301-92.6% | $154,746-92.7% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 16.79% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,997 | $8,341-64.1% | $8,004-62.6% | $6,730-55.5% |
| Admin fee / account holder | $1,128 | $15,759-92.8% | $14,398-92.2% | $14,365-92.1% |