Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,235 | $211,239-98.0% | $178,528-97.6% | $145,877-97.1% |
| Participation rate | 81.0% | 80.8%+0.2pp | 77.1%+3.9pp | 80.3%+0.7pp |
| Annual return | 17.39% | 30.22%-12.8pp | 27.11%-9.7pp | 551.28%-533.9pp |
| Employer contribution / active EE | $400 | $4,570-91.3% | $3,950-89.9% | $4,663-91.4% |
| Participant deferral / active EE | $1,443 | $6,963-79.3% | $6,278-77.0% | $6,691-78.4% |
| Admin fee / account holder | $550 | $12,095-95.5% | $10,419-94.7% | $13,402-95.9% |