Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,224 | $91,525-80.1% | $130,026-86.0% | $75,181-75.8% |
| Participation rate | 84.6% | 71.4%+13.2pp | 78.5%+6.1pp | 67.2%+17.4pp |
| Annual return | 15.34% | -631.40%+646.7pp | -137.26%+152.6pp | 160.69%-145.3pp |
| Employer contribution / active EE | $1,525 | $2,844-46.4% | $4,321-64.7% | $2,671-42.9% |
| Participant deferral / active EE | $3,428 | $4,342-21.1% | $5,821-41.1% | $4,126-16.9% |
| Admin fee / account holder | $1,078 | $6,778-84.1% | $10,608-89.8% | $5,650-80.9% |