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 | $8,225 | $88,672-90.7% | $105,223-92.2% | $82,448-90.0% |
| Participation rate | 89.6% | 67.9%+21.6pp | 75.0%+14.5pp | 68.1%+21.5pp |
| Annual return | 16.00% | 30.86%-14.9pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $261 | $3,048-91.4% | $3,689-92.9% | $2,551-89.8% |
| Participant deferral / active EE | $2,414 | $4,036-40.2% | $5,072-52.4% | $4,139-41.7% |
| Admin fee / account holder | $1,817 | $7,146-74.6% | $8,859-79.5% | $7,234-74.9% |