Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,457 | $172,111-95.1% | $150,298-94.4% | $137,256-93.8% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 38.79% | 69.37%-30.6pp | 62.79%-24.0pp | 220.34%-181.6pp |
| Employer contribution / active EE | $593 | $4,636-87.2% | $4,154-85.7% | $4,156-85.7% |
| Participant deferral / active EE | $5,137 | $6,166-16.7% | $5,453-5.8% | $6,407-19.8% |
| Admin fee / account holder | $696 | $16,471-95.8% | $14,116-95.1% | $12,270-94.3% |