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 | $13,748 | $154,228-91.1% | $145,433-90.5% | $137,256-90.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.27% | 74.59%-47.3pp | 66.58%-39.3pp | 220.34%-193.1pp |
| Employer contribution / active EE | $2,929 | $4,804-39.0% | $4,554-35.7% | $4,156-29.5% |
| Participant deferral / active EE | $5,897 | $8,216-28.2% | $7,897-25.3% | $6,407-8.0% |
| Admin fee / account holder | $1,313 | $14,344-90.8% | $13,129-90.0% | $12,270-89.3% |