Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,397 | $105,284-78.7% | $150,734-85.1% | $94,015-76.2% |
| Participation rate | 86.5% | 71.7%+14.8pp | 78.4%+8.1pp | 70.8%+15.7pp |
| Annual return | 10.57% | 15.67%-5.1pp | 600.81%-590.2pp | 17.84%-7.3pp |
| Employer contribution / active EE | $245 | $3,599-93.2% | $4,918-95.0% | $2,790-91.2% |
| Participant deferral / active EE | $2,100 | $4,274-50.9% | $5,610-62.6% | $4,249-50.6% |
| Admin fee / account holder | $504 | $9,839-94.9% | $14,905-96.6% | $8,951-94.4% |