Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,544 | $73,955-77.6% | $96,520-82.9% | $75,181-78.0% |
| Participation rate | 77.1% | 66.4%+10.7pp | 74.3%+2.8pp | 67.2%+9.9pp |
| Annual return | 16.94% | 26.72%-9.8pp | 35.72%-18.8pp | 160.69%-143.8pp |
| Employer contribution / active EE | $1,663 | $2,930-43.2% | $3,739-55.5% | $2,671-37.7% |
| Participant deferral / active EE | $1,977 | $3,659-46.0% | $4,879-59.5% | $4,126-52.1% |
| Admin fee / account holder | $775 | $5,217-85.2% | $6,733-88.5% | $5,650-86.3% |