Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,190 | $106,749-87.6% | $145,433-90.9% | $82,448-84.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 21.17% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,835 | $3,444-46.7% | $4,554-59.7% | $2,551-28.1% |
| Participant deferral / active EE | $3,088 | $6,519-52.6% | $7,897-60.9% | $4,139-25.4% |
| Admin fee / account holder | $806 | $8,390-90.4% | $13,129-93.9% | $7,234-88.9% |