Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,245 | $71,873-77.4% | $86,698-81.3% | $68,490-76.3% |
| Participation rate | 75.5% | 72.2%+3.2pp | 76.6%-1.1pp | 67.9%+7.6pp |
| Annual return | -18.37% | 3.54%-21.9pp | 35.96%-54.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,057 | $3,779+86.7% | $4,656+51.6% | $4,028+75.2% |
| Admin fee / account holder | $444 | $6,110-92.7% | $7,492-94.1% | $5,403-91.8% |