Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,073 | $65,364-87.6% | $92,909-91.3% | $72,975-88.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 65.68% | 42.11%+23.6pp | 109.44%-43.8pp | 81.01%-15.3pp |
| Employer contribution / active EE | $1,845 | $2,594-28.9% | $3,653-49.5% | $2,440-24.4% |
| Participant deferral / active EE | $4,366 | $3,128+39.6% | $4,238+3.0% | $3,608+21.0% |
| Admin fee / account holder | $346 | $4,251-91.9% | $5,795-94.0% | $5,124-93.3% |