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 | $30,665 | $114,712-73.3% | $173,730-82.3% | $87,485-64.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 18.99% | 20.18%-1.2pp | 19.96%-1.0pp | 26.06%-7.1pp |
| Employer contribution / active EE | $2,891 | $2,904-0.4% | $4,577-36.8% | $2,596+11.4% |
| Participant deferral / active EE | $3,672 | $4,642-20.9% | $6,326-42.0% | $4,274-14.1% |
| Admin fee / account holder | $675 | $10,210-93.4% | $17,523-96.1% | $7,775-91.3% |