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 | $13,483 | $201,372-93.3% | $184,260-92.7% | $145,884-90.8% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 15.36% | 29.04%-13.7pp | 28.84%-13.5pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,345 | $7,024-80.8% | $6,427-79.1% | $4,662-71.1% |
| Participant deferral / active EE | $5,101 | $9,808-48.0% | $9,133-44.1% | $6,690-23.7% |
| Admin fee / account holder | $1,854 | $16,362-88.7% | $13,898-86.7% | $13,392-86.2% |