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 | $24,380 | $98,776-75.3% | $149,745-83.7% | $79,856-69.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.5%+0.9pp | 69.6%+13.7pp |
| Annual return | 20.44% | 27.38%-6.9pp | 276.72%-256.3pp | 31.71%-11.3pp |
| Employer contribution / active EE | $401 | $3,217-87.5% | $4,646-91.4% | $2,471-83.8% |
| Participant deferral / active EE | $4,171 | $5,681-26.6% | $6,843-39.0% | $3,741+11.5% |
| Admin fee / account holder | $639 | $6,053-89.4% | $9,312-93.1% | $5,306-88.0% |