Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $1,974 | $63,773-96.9% | $81,286-97.6% | $80,925-97.6% |
| Participation rate | 89.4% | 63.9%+25.4pp | 69.5%+19.8pp | 67.7%+21.7pp |
| Annual return | 10.95% | 16.37%-5.4pp | 24.80%-13.8pp | 35.65%-24.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,081 | $3,093-32.7% | $3,883-46.4% | $4,299-51.6% |
| Admin fee / account holder | $406 | $5,682-92.9% | $5,764-93.0% | $6,940-94.2% |