Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,871 | $69,590-80.1% | $136,867-89.9% | $94,015-85.2% |
| Participation rate | 71.1% | 66.3%+4.7pp | 74.5%-3.5pp | 70.8%+0.2pp |
| Annual return | 23.30% | 19.62%+3.7pp | 42.97%-19.7pp | 17.84%+5.5pp |
| Employer contribution / active EE | $1,299 | $2,396-45.8% | $3,547-63.4% | $2,790-53.4% |
| Participant deferral / active EE | $2,254 | $3,437-34.4% | $4,924-54.2% | $4,249-46.9% |
| Admin fee / account holder | $1,581 | $8,912-82.3% | $10,340-84.7% | $8,951-82.3% |