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 | $12,435 | $166,242-92.5% | $165,071-92.5% | $145,884-91.5% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 19.17% | 100.44%-81.3pp | 70.17%-51.0pp | 551.85%-532.7pp |
| Employer contribution / active EE | $1,367 | $5,283-74.1% | $4,347-68.5% | $4,662-70.7% |
| Participant deferral / active EE | $2,778 | $6,964-60.1% | $6,035-54.0% | $6,690-58.5% |
| Admin fee / account holder | $372 | $16,658-97.8% | $12,695-97.1% | $13,392-97.2% |