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 | $28,450 | $78,705-63.9% | $117,860-75.9% | $70,124-59.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.24% | 23.30%-10.1pp | 335.10%-321.9pp | 73.14%-59.9pp |
| Employer contribution / active EE | $403 | $2,223-81.9% | $3,786-89.4% | $2,342-82.8% |
| Participant deferral / active EE | $3,102 | $3,297-5.9% | $4,482-30.8% | $3,332-6.9% |
| Admin fee / account holder | $1,673 | $5,065-67.0% | $8,021-79.1% | $4,645-64.0% |