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 | $23,410 | $217,432-89.2% | $185,849-87.4% | $167,536-86.0% |
| Participation rate | 81.8% | 86.1%-4.2pp | 81.7%+0.1pp | 82.1%-0.3pp |
| Annual return | 12.46% | 148.42%-136.0pp | 122.10%-109.6pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,091 | $5,875-81.4% | $5,169-78.9% | $4,839-77.5% |
| Participant deferral / active EE | $2,797 | $6,357-56.0% | $5,569-49.8% | $6,342-55.9% |
| Admin fee / account holder | $1,041 | $19,818-94.7% | $16,244-93.6% | $12,315-91.5% |