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 | $24,278 | $86,949-72.1% | $102,460-76.3% | $80,959-70.0% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.7%+2.8pp |
| Annual return | 26.78% | 18.89%+7.9pp | 29.47%-2.7pp | 35.67%-8.9pp |
| Employer contribution / active EE | $2,591 | $2,370+9.3% | $3,025-14.3% | $2,757-6.0% |
| Participant deferral / active EE | $5,662 | $4,121+37.4% | $5,056+12.0% | $4,300+31.7% |
| Admin fee / account holder | $335 | $8,048-95.8% | $9,460-96.5% | $6,925-95.2% |