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 | $21,737 | $110,137-80.3% | $161,149-86.5% | $82,637-73.7% |
| Participation rate | 97.4% | 72.4%+25.1pp | 78.8%+18.6pp | 68.1%+29.4pp |
| Annual return | 14.17% | 20.69%-6.5pp | 21.16%-7.0pp | 53.51%-39.3pp |
| Employer contribution / active EE | $651 | $2,856-77.2% | $4,360-85.1% | $2,552-74.5% |
| Participant deferral / active EE | $2,708 | $4,575-40.8% | $6,153-56.0% | $4,126-34.4% |
| Admin fee / account holder | $2,614 | $9,467-72.4% | $15,194-82.8% | $7,339-64.4% |