Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,248 | $106,864-90.4% | $147,318-93.0% | $82,637-87.6% |
| Participation rate | 85.0% | 75.5%+9.5pp | 82.1%+2.9pp | 68.1%+16.9pp |
| Annual return | 18.46% | 27.49%-9.0pp | 70.43%-52.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $345 | $3,417-89.9% | $4,593-92.5% | $2,552-86.5% |
| Participant deferral / active EE | $2,545 | $6,496-60.8% | $7,906-67.8% | $4,126-38.3% |
| Admin fee / account holder | $508 | $8,415-94.0% | $13,708-96.3% | $7,339-93.1% |