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 | $8,070 | $77,816-89.6% | $123,549-93.5% | $64,181-87.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.33% | 12.49%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $242 | $3,014-92.0% | $4,628-94.8% | $2,381-89.8% |
| Participant deferral / active EE | $2,901 | $5,240-44.6% | $6,426-54.8% | $3,470-16.4% |
| Admin fee / account holder | $2,112 | $5,519-61.7% | $9,284-77.3% | $4,887-56.8% |