Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,158 | $180,978-85.0% | $147,117-81.5% | - |
| Participation rate | 84.8% | 77.3%+7.6pp | 82.2%+2.7pp | - |
| Annual return | 17.58% | 12.24%+5.3pp | 420.54%-403.0pp | - |
| Employer contribution / active EE | $1,054 | $3,338-68.4% | $4,932-78.6% | - |
| Participant deferral / active EE | $6,040 | $6,936-12.9% | $8,065-25.1% | - |
| Admin fee / account holder | $2,415 | $27,876-91.3% | $12,993-81.4% | - |