Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $45,197 | $135,961-66.8% | $96,707-53.3% | $67,986-33.5% |
| Participation rate | 88.3% | 76.3%+12.0pp | 80.4%+7.9pp | 57.2%+31.1pp |
| Annual return | 19.88% | 31.14%-11.3pp | 34.78%-14.9pp | 31.67%-11.8pp |
| Employer contribution / active EE | $1,539 | $5,011-69.3% | $4,191-63.3% | $2,019-23.8% |
| Participant deferral / active EE | $5,649 | $7,360-23.2% | $5,997-5.8% | $3,358+68.2% |
| Admin fee / account holder | $1,981 | $2,370-16.4% | $7,503-73.6% | $3,203-38.2% |