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 | $24,290 | $201,264-87.9% | $184,185-86.8% | $145,978-83.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.56% | 29.00%-13.4pp | 28.81%-13.3pp | 550.52%-535.0pp |
| Employer contribution / active EE | $767 | $7,021-89.1% | $6,426-88.1% | $4,662-83.6% |
| Participant deferral / active EE | $6,439 | $9,806-34.3% | $9,132-29.5% | $6,690-3.7% |
| Admin fee / account holder | $1,005 | $16,376-93.9% | $13,909-92.8% | $13,400-92.5% |