Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,191 | $76,407-93.2% | $150,298-96.5% | $82,448-93.7% |
| Participation rate | 91.7% | 66.4%+25.3pp | 77.8%+13.9pp | 68.1%+23.6pp |
| Annual return | 18.97% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,875 | $3,214-10.5% | $5,453-47.3% | $4,139-30.5% |
| Admin fee / account holder | $530 | $6,352-91.7% | $14,116-96.2% | $7,234-92.7% |