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 | $21,259 | $88,672-76.0% | $105,223-79.8% | $82,448-74.2% |
| Participation rate | 80.3% | 67.9%+12.4pp | 75.0%+5.2pp | 68.1%+12.2pp |
| Annual return | 16.37% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $318 | $3,048-89.6% | $3,689-91.4% | $2,551-87.5% |
| Participant deferral / active EE | $2,837 | $4,036-29.7% | $5,072-44.1% | $4,139-31.5% |
| Admin fee / account holder | $1,633 | $7,146-77.1% | $8,859-81.6% | $7,234-77.4% |