Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,319 | $157,296-93.4% | $141,191-92.7% | $152,897-93.3% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 32.59% | 64.34%-31.7pp | 71.41%-38.8pp | 345.43%-312.8pp |
| Employer contribution / active EE | $412 | $5,262-92.2% | $4,736-91.3% | $4,764-91.3% |
| Participant deferral / active EE | $3,538 | $7,111-50.2% | $6,710-47.3% | $5,851-39.5% |
| Admin fee / account holder | $2,012 | $12,125-83.4% | $10,264-80.4% | $11,599-82.7% |