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 | $3,474 | $43,496-92.0% | $161,489-97.8% | $64,340-94.6% |
| Participation rate | 72.0% | 53.5%+18.5pp | 78.7%-6.7pp | 55.2%+16.8pp |
| Annual return | 19.63% | 20.76%-1.1pp | 89.72%-70.1pp | 24.14%-4.5pp |
| Employer contribution / active EE | $176 | $1,431-87.7% | $4,268-95.9% | $1,862-90.5% |
| Participant deferral / active EE | $1,023 | $1,996-48.7% | $5,630-81.8% | $2,980-65.7% |
| Admin fee / account holder | $362 | $2,330-84.5% | $16,006-97.7% | $3,703-90.2% |