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 | $3,786 | $76,407-95.0% | $150,298-97.5% | $82,448-95.4% |
| Participation rate | 74.3% | 66.4%+7.9pp | 77.8%-3.5pp | 68.1%+6.2pp |
| Annual return | 19.24% | 39.99%-20.7pp | 62.79%-43.5pp | 41.64%-22.4pp |
| Employer contribution / active EE | $697 | $2,614-73.3% | $4,154-83.2% | $2,551-72.7% |
| Participant deferral / active EE | $835 | $3,214-74.0% | $5,453-84.7% | $4,139-79.8% |
| Admin fee / account holder | $403 | $6,352-93.7% | $14,116-97.1% | $7,234-94.4% |