Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,559 | $165,381-90.6% | $149,730-89.6% | $158,966-90.2% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 15.54% | 348.29%-332.8pp | 276.70%-261.2pp | 302.95%-287.4pp |
| Employer contribution / active EE | $637 | $5,104-87.5% | $4,645-86.3% | $4,762-86.6% |
| Participant deferral / active EE | $6,278 | $7,182-12.6% | $6,843-8.3% | $5,983+4.9% |
| Admin fee / account holder | $4,178 | $10,809-61.3% | $9,310-55.1% | $11,250-62.9% |