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 | $23,026 | $106,749-78.4% | $145,433-84.2% | $82,448-72.1% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | 15.26% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $900 | $3,444-73.9% | $4,554-80.2% | $2,551-64.7% |
| Participant deferral / active EE | $3,787 | $6,519-41.9% | $7,897-52.0% | $4,139-8.5% |
| Admin fee / account holder | $1,373 | $8,390-83.6% | $13,129-89.5% | $7,234-81.0% |