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 | $13,977 | $211,288-93.4% | $178,540-92.2% | $145,884-90.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.09% | 30.27%-14.2pp | 27.15%-11.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,148 | $4,574-53.0% | $3,953-45.7% | $4,662-53.9% |
| Participant deferral / active EE | $4,283 | $6,967-38.5% | $6,281-31.8% | $6,690-36.0% |
| Admin fee / account holder | $610 | $12,105-95.0% | $10,424-94.1% | $13,392-95.4% |