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 | $5,541 | $72,607-92.4% | $90,259-93.9% | $87,485-93.7% |
| Participation rate | 80.6% | 64.8%+15.8pp | 70.7%+9.9pp | 68.9%+11.7pp |
| Annual return | 23.20% | 18.59%+4.6pp | 18.88%+4.3pp | 26.06%-2.9pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,369 | $3,055-55.2% | $3,827-64.2% | $4,274-68.0% |
| Admin fee / account holder | $375 | $5,947-93.7% | $7,267-94.8% | $7,775-95.2% |