Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,892 | $107,421-86.1% | $182,262-91.8% | $94,015-84.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 16.31% | 21.32%-5.0pp | 140.60%-124.3pp | 17.84%-1.5pp |
| Employer contribution / active EE | $228 | $3,448-93.4% | $5,046-95.5% | $2,790-91.8% |
| Participant deferral / active EE | $2,648 | $6,558-59.6% | $8,276-68.0% | $4,249-37.7% |
| Admin fee / account holder | $418 | $8,692-95.2% | $16,712-97.5% | $8,951-95.3% |