Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,585 | $146,267-85.2% | $197,124-89.0% | $82,448-73.8% |
| Participation rate | 88.0% | 84.0%+4.0pp | 86.7%+1.3pp | 68.1%+19.9pp |
| Annual return | 14.94% | 29.61%-14.7pp | 44.34%-29.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,223 | $7,035+16.9% | $9,135-10.0% | $4,139+98.6% |
| Admin fee / account holder | $7,092 | $14,422-50.8% | $16,298-56.5% | $7,234-2.0% |