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 | $13,932 | $177,595-92.2% | $148,496-90.6% | $198,609-93.0% |
| Participation rate | 82.4% | 79.3%+3.1pp | 76.0%+6.3pp | 82.4%0pp |
| Annual return | 15.30% | 9.97%+5.3pp | 12.33%+3.0pp | 202.70%-187.4pp |
| Employer contribution / active EE | $782 | $4,098-80.9% | $3,497-77.6% | $5,055-84.5% |
| Participant deferral / active EE | $2,608 | $5,539-52.9% | $4,808-45.8% | $6,977-62.6% |
| Admin fee / account holder | $1,068 | $27,010-96.0% | $19,547-94.5% | $19,030-94.4% |