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 | $19,786 | $99,633-80.1% | $183,328-89.2% | $82,448-76.0% |
| Participation rate | 91.9% | 70.8%+21.1pp | 77.3%+14.6pp | 68.1%+23.8pp |
| Annual return | 18.78% | 17.84%+0.9pp | 29.67%-10.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,352 | $3,256+2.9% | $5,055-33.7% | $2,551+31.4% |
| Participant deferral / active EE | $4,750 | $4,938-3.8% | $6,795-30.1% | $4,139+14.8% |
| Admin fee / account holder | $6,707 | $9,934-32.5% | $21,427-68.7% | $7,234-7.3% |