Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,681 | $78,015-79.9% | $178,505-91.2% | $80,959-80.6% |
| Participation rate | 94.3% | 65.7%+28.6pp | 77.1%+17.1pp | 67.7%+26.6pp |
| Annual return | 18.74% | 18.10%+0.6pp | 27.16%-8.4pp | 35.67%-16.9pp |
| Employer contribution / active EE | $1,904 | $2,281-16.5% | $3,955-51.9% | $2,757-30.9% |
| Participant deferral / active EE | $3,441 | $4,406-21.9% | $6,280-45.2% | $4,300-20.0% |
| Admin fee / account holder | $2,108 | $7,160-70.6% | $10,428-79.8% | $6,925-69.6% |