Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,947 | $58,627-88.2% | $76,735-90.9% | $82,448-91.6% |
| Participation rate | 92.7% | 63.2%+29.5pp | 69.5%+23.2pp | 68.1%+24.6pp |
| Annual return | 16.65% | 39.10%-22.4pp | 29.77%-13.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,090 | $1,729-36.9% | $2,454-55.6% | $2,551-57.3% |
| Participant deferral / active EE | $2,803 | $3,134-10.5% | $4,088-31.4% | $4,139-32.3% |
| Admin fee / account holder | $2,361 | $5,323-55.6% | $7,189-67.2% | $7,234-67.4% |