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 | $15,573 | $88,672-82.4% | $105,223-85.2% | $82,448-81.1% |
| Participation rate | 78.6% | 67.9%+10.6pp | 75.0%+3.5pp | 68.1%+10.5pp |
| Annual return | 26.01% | 30.86%-4.8pp | 180.65%-154.6pp | 41.64%-15.6pp |
| Employer contribution / active EE | $2,544 | $3,048-16.5% | $3,689-31.0% | $2,551-0.3% |
| Participant deferral / active EE | $3,475 | $4,036-13.9% | $5,072-31.5% | $4,139-16.0% |
| Admin fee / account holder | $1,881 | $7,146-73.7% | $8,859-78.8% | $7,234-74.0% |