Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $8,693 | $76,834-88.7% | $108,359-92.0% | $87,485-90.1% |
| Participation rate | 90.7% | 61.7%+29.0pp | 70.1%+20.6pp | 68.9%+21.8pp |
| Annual return | 12.98% | 19.09%-6.1pp | 36.89%-23.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $2,570 | $1,556+65.1% | $2,399+7.1% | $2,596-1.0% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $509 | $6,537-92.2% | $9,741-94.8% | $7,775-93.5% |