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 | $3,689 | $176,786-97.9% | $146,643-97.5% | $167,536-97.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $3,232 | $5,161-37.4% | $4,137-21.9% | $4,839-33.2% |
| Participant deferral / active EE | $4,722 | $6,440-26.7% | $5,506-14.2% | $6,342-25.6% |
| Admin fee / account holder | $353 | $13,262-97.3% | $10,280-96.6% | $12,315-97.1% |