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 | $21,406 | $73,009-70.7% | $90,760-76.4% | $68,486-68.7% |
| Participation rate | 80.7% | 70.8%+9.9pp | 75.7%+5.0pp | 67.9%+12.8pp |
| Annual return | -15.05% | -13.81%-1.2pp | -12.16%-2.9pp | -7.85%-7.2pp |
| Employer contribution / active EE | $388 | $2,193-82.3% | $2,922-86.7% | $2,597-85.0% |
| Participant deferral / active EE | $1,802 | $3,626-50.3% | $4,565-60.5% | $4,028-55.3% |
| Admin fee / account holder | $665 | $5,896-88.7% | $8,444-92.1% | $5,404-87.7% |