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 | $10,950 | $109,782-90.0% | $260,467-95.8% | $94,015-88.4% |
| Participation rate | 73.0% | 67.2%+5.8pp | 80.5%-7.5pp | 70.8%+2.2pp |
| Annual return | 26.74% | 18.60%+8.1pp | 100.60%-73.9pp | 17.84%+8.9pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $4,239-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,873 | $4,044-4.2% | $6,319-38.7% | $4,249-8.9% |
| Admin fee / account holder | $434 | $11,958-96.4% | $15,461-97.2% | $8,951-95.2% |