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 | $12,368 | $67,602-81.7% | $82,312-85.0% | $70,126-82.4% |
| Participation rate | 78.7% | 72.8%+5.9pp | 76.9%+1.8pp | 69.5%+9.1pp |
| Annual return | 24.23% | 21.57%+2.7pp | 25.88%-1.6pp | 73.15%-48.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,149 | $2,987-28.1% | $3,706-42.0% | $3,332-35.5% |
| Admin fee / account holder | $464 | $4,512-89.7% | $5,608-91.7% | $4,645-90.0% |