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 | $8,106 | $69,273-88.3% | $90,796-91.1% | $82,637-90.2% |
| Participation rate | 80.8% | 64.0%+16.7pp | 69.5%+11.3pp | 68.1%+12.7pp |
| Annual return | 17.90% | 18.37%-0.5pp | 19.29%-1.4pp | 53.51%-35.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,028 | $3,047-33.5% | $3,822-46.9% | $4,126-50.9% |
| Admin fee / account holder | $534 | $5,511-90.3% | $7,024-92.4% | $7,339-92.7% |