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 | $21,068 | $209,425-89.9% | $178,499-88.2% | $158,966-86.7% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 23.94% | 188.80%-164.9pp | 151.10%-127.2pp | 302.95%-279.0pp |
| Employer contribution / active EE | $1,077 | $5,707-81.1% | $5,011-78.5% | $4,762-77.4% |
| Participant deferral / active EE | $5,319 | $5,955-10.7% | $5,202+2.2% | $5,983-11.1% |
| Admin fee / account holder | $397 | $17,078-97.7% | $13,986-97.2% | $11,250-96.5% |