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 | $7,086 | $57,541-87.7% | $95,740-92.6% | $75,173-90.6% |
| Participation rate | 93.3% | 62.5%+30.8pp | 72.3%+21.1pp | 67.2%+26.1pp |
| Annual return | 15.22% | 34.93%-19.7pp | 28.41%-13.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $1,166 | $1,808-35.5% | $2,836-58.9% | $2,671-56.4% |
| Participant deferral / active EE | $3,089 | $3,074+0.5% | $4,244-27.2% | $4,126-25.1% |
| Admin fee / account holder | $312 | $4,099-92.4% | $5,676-94.5% | $5,651-94.5% |