Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,261 | $162,136-89.4% | $152,301-88.7% | $154,746-88.8% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 22.99% | 91.02%-68.0pp | 80.50%-57.5pp | 172.34%-149.4pp |
| Employer contribution / active EE | $1,883 | $4,890-61.5% | $4,624-59.3% | $4,379-57.0% |
| Participant deferral / active EE | $3,655 | $8,341-56.2% | $8,004-54.3% | $6,730-45.7% |
| Admin fee / account holder | $765 | $15,759-95.1% | $14,398-94.7% | $14,365-94.7% |