Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,441 | $94,031-91.0% | $115,768-92.7% | $82,448-89.8% |
| Participation rate | 72.5% | 70.4%+2.1pp | 74.4%-1.9pp | 68.1%+4.4pp |
| Annual return | 23.01% | 20.61%+2.4pp | 100.46%-77.5pp | 41.64%-18.6pp |
| Employer contribution / active EE | $576 | $2,323-75.2% | $2,940-80.4% | $2,551-77.4% |
| Participant deferral / active EE | $1,928 | $3,972-51.5% | $4,917-60.8% | $4,139-53.4% |
| Admin fee / account holder | $459 | $10,249-95.5% | $12,439-96.3% | $7,234-93.7% |