Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,040 | $88,672-81.9% | $105,223-84.8% | $82,448-80.5% |
| Participation rate | 89.0% | 67.9%+21.1pp | 75.0%+14.0pp | 68.1%+20.9pp |
| Annual return | 17.23% | 30.86%-13.6pp | 180.65%-163.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $601 | $3,048-80.3% | $3,689-83.7% | $2,551-76.4% |
| Participant deferral / active EE | $3,307 | $4,036-18.1% | $5,072-34.8% | $4,139-20.1% |
| Admin fee / account holder | $2,003 | $7,146-72.0% | $8,859-77.4% | $7,234-72.3% |