Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,802 | $199,109-92.6% | $173,730-91.5% | $154,746-90.4% |
| Participation rate | 81.3% | 82.8%-1.6pp | 79.6%+1.7pp | 80.7%+0.5pp |
| Annual return | 21.49% | 20.02%+1.5pp | 19.96%+1.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $572 | $5,311-89.2% | $4,577-87.5% | $4,379-86.9% |
| Participant deferral / active EE | $3,617 | $7,113-49.1% | $6,326-42.8% | $6,730-46.3% |
| Admin fee / account holder | $1,181 | $20,916-94.4% | $17,523-93.3% | $14,365-91.8% |