Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,725 | $217,432-95.1% | $185,849-94.2% | $167,536-93.6% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 21.45% | 148.42%-127.0pp | 122.10%-100.6pp | 478.82%-457.4pp |
| Employer contribution / active EE | $854 | $5,875-85.5% | $5,169-83.5% | $4,839-82.4% |
| Participant deferral / active EE | $3,616 | $6,357-43.1% | $5,569-35.1% | $6,342-43.0% |
| Admin fee / account holder | $552 | $19,818-97.2% | $16,244-96.6% | $12,315-95.5% |