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 | $13,831 | $165,399-91.6% | $149,745-90.8% | $158,982-91.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.65% | 348.34%-330.7pp | 276.72%-259.1pp | 302.99%-285.3pp |
| Employer contribution / active EE | $663 | $5,105-87.0% | $4,646-85.7% | $4,763-86.1% |
| Participant deferral / active EE | $5,055 | $7,183-29.6% | $6,843-26.1% | $5,983-15.5% |
| Admin fee / account holder | $2,678 | $10,811-75.2% | $9,312-71.2% | $11,252-76.2% |