Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,934 | $71,873-93.1% | $86,698-94.3% | $68,490-92.8% |
| Participation rate | 91.7% | 72.2%+19.4pp | 76.6%+15.1pp | 67.9%+23.8pp |
| Annual return | -17.57% | 3.54%-21.1pp | 35.96%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $333 | $2,173-84.7% | $2,837-88.3% | $2,597-87.2% |
| Participant deferral / active EE | $1,750 | $3,779-53.7% | $4,656-62.4% | $4,028-56.6% |
| Admin fee / account holder | $745 | $6,110-87.8% | $7,492-90.1% | $5,403-86.2% |