Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,265 | $57,119-94.3% | $85,187-96.2% | $80,935-96.0% |
| Participation rate | 88.9% | 56.4%+32.5pp | 67.5%+21.4pp | 67.7%+21.2pp |
| Annual return | 11.64% | 21.70%-10.1pp | 66.67%-55.0pp | 35.66%-24.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,011 | $3,115-35.5% | $4,525-55.6% | $4,299-53.2% |
| Admin fee / account holder | $357 | $4,990-92.9% | $6,162-94.2% | $6,924-94.8% |