Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,370 | $77,901-94.4% | $149,717-97.1% | $75,181-94.2% |
| Participation rate | 71.4% | 65.6%+5.8pp | 78.8%-7.3pp | 67.2%+4.2pp |
| Annual return | 30.90% | 31.73%-0.8pp | 134.41%-103.5pp | 160.69%-129.8pp |
| Employer contribution / active EE | $1,464 | $3,137-53.3% | $4,820-69.6% | $2,671-45.2% |
| Participant deferral / active EE | $2,262 | $3,411-33.7% | $5,682-60.2% | $4,126-45.2% |
| Admin fee / account holder | $1,706 | $5,949-71.3% | $13,213-87.1% | $5,650-69.8% |