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 | $6,461 | $55,930-88.4% | $76,089-91.5% | $80,925-92.0% |
| Participation rate | 94.6% | 62.1%+32.5pp | 69.1%+25.5pp | 67.7%+26.9pp |
| Annual return | 14.68% | 20.58%-5.9pp | 360.94%-346.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $1,238 | $1,866-33.7% | $2,690-54.0% | $2,756-55.1% |
| Participant deferral / active EE | $2,466 | $3,051-19.1% | $4,259-42.1% | $4,299-42.6% |
| Admin fee / account holder | $1,239 | $5,241-76.4% | $6,418-80.7% | $6,940-82.1% |