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 | $12,432 | $101,795-87.8% | $165,100-92.5% | $80,959-84.6% |
| Participation rate | 89.8% | 71.8%+18.0pp | 78.6%+11.2pp | 67.7%+22.1pp |
| Annual return | 31.18% | 16.73%+14.5pp | 70.21%-39.0pp | 35.67%-4.5pp |
| Employer contribution / active EE | $269 | $2,954-90.9% | $4,348-93.8% | $2,757-90.2% |
| Participant deferral / active EE | $4,136 | $4,476-7.6% | $6,035-31.5% | $4,300-3.8% |
| Admin fee / account holder | $710 | $8,221-91.4% | $12,696-94.4% | $6,925-89.8% |