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 | $5,528 | $174,379-96.8% | $152,093-96.4% | $138,895-96.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 24.39% | 74.86%-50.5pp | 66.36%-42.0pp | 145.39%-121.0pp |
| Employer contribution / active EE | $723 | $4,652-84.5% | $4,175-82.7% | $4,194-82.8% |
| Participant deferral / active EE | $2,252 | $6,159-63.4% | $5,451-58.7% | $6,396-64.8% |
| Admin fee / account holder | $521 | $16,880-96.9% | $14,497-96.4% | $12,562-95.9% |