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 | $9,937 | $41,981-76.3% | $63,412-84.3% | $59,633-83.3% |
| Participation rate | 100.0% | 60.3%+39.7pp | 67.1%+32.9pp | 68.7%+31.3pp |
| Annual return | -1.37% | 13.04%-14.4pp | 4.04%-5.4pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $1,660 | $1,287+29.0% | $1,814-8.5% | $2,203-24.6% |
| Participant deferral / active EE | $2,710 | $2,002+35.4% | $2,496+8.6% | $3,192-15.1% |
| Admin fee / account holder | $1,207 | $3,509-65.6% | $3,753-67.8% | $4,297-71.9% |