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 | $16,885 | $202,342-91.7% | $172,752-90.2% | $152,897-89.0% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.5%+13.4pp |
| Annual return | 24.54% | 1029.83%-1005.3pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $1,232 | $5,858-79.0% | $5,144-76.1% | $4,764-74.1% |
| Participant deferral / active EE | $2,508 | $5,948-57.8% | $5,198-51.8% | $5,851-57.1% |
| Admin fee / account holder | $1,036 | $17,111-93.9% | $13,955-92.6% | $11,599-91.1% |