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 | $9,453 | $110,083-91.4% | $151,639-93.8% | $68,486-86.2% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.7pp | 67.9%+29.2pp |
| Annual return | -4.49% | -10.12%+5.6pp | 3.34%-7.8pp | -7.85%+3.4pp |
| Employer contribution / active EE | $1,217 | $4,470-72.8% | $6,165-80.3% | $2,597-53.1% |
| Participant deferral / active EE | $3,046 | $6,526-53.3% | $8,363-63.6% | $4,028-24.4% |
| Admin fee / account holder | $1,084 | $7,718-86.0% | $11,613-90.7% | $5,404-79.9% |