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 | $12,850 | $101,798-87.4% | $165,071-92.2% | $80,935-84.1% |
| Participation rate | 84.2% | 71.8%+12.4pp | 78.6%+5.6pp | 67.7%+16.5pp |
| Annual return | 14.26% | 16.73%-2.5pp | 70.17%-55.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,953 | $4,476+55.3% | $6,035+15.2% | $4,299+61.7% |
| Admin fee / account holder | $2,153 | $8,221-73.8% | $12,695-83.0% | $6,924-68.9% |