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 | $5,045 | $63,703-92.1% | $93,063-94.6% | $82,448-93.9% |
| Participation rate | 77.4% | 63.8%+13.5pp | 72.1%+5.2pp | 68.1%+9.3pp |
| Annual return | 25.75% | -775.43%+801.2pp | 34.15%-8.4pp | 41.64%-15.9pp |
| Employer contribution / active EE | $750 | $1,729-56.6% | $2,476-69.7% | $2,551-70.6% |
| Participant deferral / active EE | $1,298 | $2,919-55.5% | $3,958-67.2% | $4,139-68.6% |
| Admin fee / account holder | $313 | $5,982-94.8% | $6,033-94.8% | $7,234-95.7% |