Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,999 | $176,077-89.2% | $159,455-88.1% | $167,518-88.7% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 11.61% | 331.83%-320.2pp | 263.63%-252.0pp | 478.71%-467.1pp |
| Employer contribution / active EE | $2,217 | $5,298-58.1% | $4,830-54.1% | $4,838-54.2% |
| Participant deferral / active EE | $4,348 | $7,751-43.9% | $7,353-40.9% | $6,342-31.4% |
| Admin fee / account holder | $439 | $12,556-96.5% | $10,800-95.9% | $12,312-96.4% |