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 | $3,673 | $76,407-95.2% | $150,298-97.6% | $82,448-95.5% |
| Participation rate | 74.2% | 66.4%+7.8pp | 77.8%-3.6pp | 68.1%+6.1pp |
| Annual return | 23.36% | 39.99%-16.6pp | 62.79%-39.4pp | 41.64%-18.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,359 | $3,214+4.5% | $5,453-38.4% | $4,139-18.9% |
| Admin fee / account holder | $882 | $6,352-86.1% | $14,116-93.7% | $7,234-87.8% |