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 | $21,757 | $67,602-67.8% | $82,312-73.6% | $70,126-69.0% |
| Participation rate | 77.1% | 72.8%+4.4pp | 76.9%+0.2pp | 69.5%+7.6pp |
| Annual return | 20.73% | 21.57%-0.8pp | 25.88%-5.1pp | 73.15%-52.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,815 | $2,987-5.7% | $3,706-24.0% | $3,332-15.5% |
| Admin fee / account holder | $348 | $4,512-92.3% | $5,608-93.8% | $4,645-92.5% |