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 | $10,766 | $106,749-89.9% | $145,433-92.6% | $82,448-86.9% |
| Participation rate | 75.5% | 75.6%-0.1pp | 82.1%-6.6pp | 68.1%+7.4pp |
| Annual return | 15.05% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $586 | $3,444-83.0% | $4,554-87.1% | $2,551-77.0% |
| Participant deferral / active EE | $2,893 | $6,519-55.6% | $7,897-63.4% | $4,139-30.1% |
| Admin fee / account holder | $2,555 | $8,390-69.5% | $13,129-80.5% | $7,234-64.7% |