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 | $24,407 | $67,602-63.9% | $82,312-70.3% | $70,126-65.2% |
| Participation rate | 87.1% | 72.8%+14.3pp | 76.9%+10.2pp | 69.5%+17.6pp |
| Annual return | 17.02% | 21.57%-4.5pp | 25.88%-8.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $41 | $1,755-97.7% | $2,428-98.3% | $2,343-98.3% |
| Participant deferral / active EE | $2,324 | $2,987-22.2% | $3,706-37.3% | $3,332-30.3% |
| Admin fee / account holder | $436 | $4,512-90.3% | $5,608-92.2% | $4,645-90.6% |