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 | $7,094 | $111,535-93.6% | $105,223-93.3% | $137,256-94.8% |
| Participation rate | 95.0% | 78.1%+16.9pp | 75.0%+20.0pp | 80.0%+15.0pp |
| Annual return | 29.97% | 237.85%-207.9pp | 180.65%-150.7pp | 220.34%-190.4pp |
| Employer contribution / active EE | $1,515 | $3,939-61.5% | $3,689-58.9% | $4,156-63.5% |
| Participant deferral / active EE | $3,171 | $5,500-42.3% | $5,072-37.5% | $6,407-50.5% |
| Admin fee / account holder | $3,586 | $9,721-63.1% | $8,859-59.5% | $12,270-70.8% |