Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $24,328 | $183,978-86.8% | $162,171-85.0% | $152,885-84.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 27.32% | 150.78%-123.5pp | 115.60%-88.3pp | 345.39%-318.1pp |
| Employer contribution / active EE | $2,665 | $6,370-58.2% | $5,613-52.5% | $4,763-44.1% |
| Participant deferral / active EE | $3,898 | $8,033-51.5% | $7,297-46.6% | $5,851-33.4% |
| Admin fee / account holder | $309 | $13,122-97.6% | $10,843-97.2% | $11,598-97.3% |