Sign up free to preview peer percentile detail
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 | $839 | $74,535-98.9% | $100,712-99.2% | $82,637-99.0% |
| Participation rate | 80.0% | 61.2%+18.8pp | 69.3%+10.7pp | 68.1%+11.9pp |
| Annual return | 0.00% | 18.92%-18.9pp | 33.27%-33.3pp | 53.51%-53.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,357 | $3,074-55.9% | $4,085-66.8% | $4,126-67.1% |
| Admin fee / account holder | $802 | $6,576-87.8% | $9,256-91.3% | $7,339-89.1% |