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.
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 | $17,217 | $89,515-80.8% | $103,065-83.3% | $80,959-78.7% |
| Participation rate | 84.2% | 76.0%+8.2pp | 80.6%+3.7pp | 67.7%+16.5pp |
| Annual return | 13.02% | 22.82%-9.8pp | 23.95%-10.9pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,946 | $4,015-51.5% | $4,675-58.4% | $2,757-29.4% |
| Participant deferral / active EE | $3,825 | $5,463-30.0% | $6,625-42.3% | $4,300-11.1% |
| Admin fee / account holder | $2,327 | $6,527-64.3% | $9,349-75.1% | $6,925-66.4% |