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 | $50,736 | $121,719-58.3% | $210,053-75.8% | $116,462-56.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.8%+19.2pp | 74.7%+25.3pp |
| Annual return | 11.17% | 14.29%-3.1pp | 232.76%-221.6pp | 15.65%-4.5pp |
| Employer contribution / active EE | $568 | $2,386-76.2% | $4,521-87.4% | $3,231-82.4% |
| Participant deferral / active EE | $3,275 | $3,917-16.4% | $4,238-22.7% | $3,836-14.6% |
| Admin fee / account holder | $1,517 | $13,730-88.9% | $16,990-91.1% | $12,754-88.1% |