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 | $10,490 | $71,215-85.3% | $93,696-88.8% | $80,935-87.0% |
| Participation rate | 89.7% | 60.4%+29.3pp | 68.7%+21.0pp | 67.7%+22.0pp |
| Annual return | 15.99% | 11.27%+4.7pp | 133.74%-117.8pp | 35.66%-19.7pp |
| Employer contribution / active EE | $1,483 | $1,565-5.3% | $2,422-38.8% | $2,757-46.2% |
| Participant deferral / active EE | $2,665 | $4,037-34.0% | $4,417-39.7% | $4,299-38.0% |
| Admin fee / account holder | $1,470 | $6,958-78.9% | $8,287-82.3% | $6,924-78.8% |