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 | $17,178 | $184,014-90.7% | $161,149-89.3% | $138,895-87.6% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.8%+0.3pp | 79.9%-0.8pp |
| Annual return | 17.02% | 21.52%-4.5pp | 21.16%-4.1pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,040 | $6,909+1.9% | $6,153+14.4% | $6,396+10.1% |
| Admin fee / account holder | $2,292 | $18,027-87.3% | $15,194-84.9% | $12,562-81.8% |