Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,435 | $72,027-82.7% | $185,835-93.3% | $79,852-84.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 20.09% | 23.13%-3.0pp | 35.96%-15.9pp | 31.72%-11.6pp |
| Employer contribution / active EE | $1,411 | $1,965-28.2% | $4,087-65.5% | $2,471-42.9% |
| Participant deferral / active EE | $2,779 | $3,780-26.5% | $5,633-50.7% | $3,740-25.7% |
| Admin fee / account holder | $808 | $4,513-82.1% | $9,502-91.5% | $5,306-84.8% |