Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,581 | $73,988-78.9% | $96,538-83.9% | $75,177-79.3% |
| Participation rate | 91.5% | 66.4%+25.1pp | 74.3%+17.1pp | 67.2%+24.3pp |
| Annual return | 14.31% | 26.73%-12.4pp | 35.74%-21.4pp | 160.75%-146.4pp |
| Employer contribution / active EE | $454 | $2,930-84.5% | $3,740-87.9% | $2,671-83.0% |
| Participant deferral / active EE | $2,684 | $3,660-26.7% | $4,880-45.0% | $4,126-35.0% |
| Admin fee / account holder | $507 | $5,220-90.3% | $6,737-92.5% | $5,651-91.0% |