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 | $5,865 | $78,690-92.5% | $161,489-96.4% | $87,485-93.3% |
| Participation rate | 85.4% | 67.5%+17.9pp | 78.7%+6.7pp | 68.9%+16.4pp |
| Annual return | 19.12% | 32.74%-13.6pp | 89.72%-70.6pp | 26.06%-6.9pp |
| Employer contribution / active EE | $505 | $2,588-80.5% | $4,268-88.2% | $2,596-80.5% |
| Participant deferral / active EE | $1,891 | $3,311-42.9% | $5,630-66.4% | $4,274-55.7% |
| Admin fee / account holder | $519 | $6,724-92.3% | $16,006-96.8% | $7,775-93.3% |