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 | $93,345-77.2% | $119,126-82.2% | $87,485-75.7% |
| Participation rate | 80.3% | 68.7%+11.5pp | 75.8%+4.5pp | 68.9%+11.4pp |
| Annual return | 16.37% | 19.08%-2.7pp | 282.11%-265.7pp | 26.06%-9.7pp |
| Employer contribution / active EE | $318 | $3,172-90.0% | $4,034-92.1% | $2,596-87.7% |
| Participant deferral / active EE | $2,837 | $4,099-30.8% | $5,318-46.7% | $4,274-33.6% |
| Admin fee / account holder | $1,633 | $8,039-79.7% | $10,693-84.7% | $7,775-79.0% |