Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $28,856 | $87,834-67.1% | $133,975-78.5% | $62,881-54.1% |
| Participation rate | 94.4% | 83.4%+11.1pp | 87.1%+7.4pp | 69.3%+25.1pp |
| Annual return | 16.85% | 12.05%+4.8pp | 29.29%-12.4pp | 20.14%-3.3pp |
| Employer contribution / active EE | $760 | $3,482-78.2% | $5,211-85.4% | $2,281-66.7% |
| Participant deferral / active EE | $3,947 | $4,812-18.0% | $6,282-37.2% | $3,203+23.2% |
| Admin fee / account holder | $4,961 | $5,372-7.7% | $9,324-46.8% | $4,296+15.5% |