Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,581 | $149,741-88.9% | $118,914-86.1% | $158,982-89.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.68% | 19.94%-3.3pp | 35.89%-19.2pp | 302.99%-286.3pp |
| Employer contribution / active EE | $1,577 | $4,119-61.7% | $3,264-51.7% | $4,763-66.9% |
| Participant deferral / active EE | $7,062 | $5,226+35.2% | $4,266+65.6% | $5,983+18.0% |
| Admin fee / account holder | $1,711 | $8,607-80.1% | $6,582-74.0% | $11,252-84.8% |