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 | $4,637 | $176,838-97.4% | $146,685-96.8% | $167,518-97.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.05% | 24.04%-2.0pp | 22.75%-0.7pp | 478.71%-456.7pp |
| Employer contribution / active EE | $1,963 | $5,161-62.0% | $4,137-52.5% | $4,838-59.4% |
| Participant deferral / active EE | $2,868 | $6,441-55.5% | $5,507-47.9% | $6,342-54.8% |
| Admin fee / account holder | $1,570 | $13,262-88.2% | $10,281-84.7% | $12,312-87.2% |