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 | $14,039 | $69,590-79.8% | $136,867-89.7% | $94,015-85.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 17.46% | 19.62%-2.2pp | 42.97%-25.5pp | 17.84%-0.4pp |
| Employer contribution / active EE | $253 | $2,396-89.4% | $3,547-92.9% | $2,790-90.9% |
| Participant deferral / active EE | $1,893 | $3,437-44.9% | $4,924-61.6% | $4,249-55.5% |
| Admin fee / account holder | $3,505 | $8,912-60.7% | $10,340-66.1% | $8,951-60.8% |