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 | $19,519 | $80,855-75.9% | $153,416-87.3% | $86,983-77.6% |
| Participation rate | 77.8% | 64.1%+13.6pp | 74.3%+3.4pp | 69.5%+8.2pp |
| Annual return | 18.93% | 16.18%+2.8pp | 17.84%+1.1pp | 25.83%-6.9pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,445 | $3,333+33.4% | $4,723-5.9% | $4,194+6.0% |
| Admin fee / account holder | $3,384 | $6,908-51.0% | $13,095-74.2% | $7,856-56.9% |