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 | $19,503 | $135,956-85.7% | $123,894-84.3% | $273,972-92.9% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 8.68% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,793 | $6,343+38.6% | $5,984+46.9% | $5,287+66.3% |
| Admin fee / account holder | $5,020 | $9,817-48.9% | $8,357-39.9% | $10,133-50.5% |