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 | $20,594 | $94,031-78.1% | $115,768-82.2% | $82,448-75.0% |
| Participation rate | 95.9% | 70.4%+25.5pp | 74.4%+21.5pp | 68.1%+27.9pp |
| Annual return | 13.89% | 20.61%-6.7pp | 100.46%-86.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,513 | $2,323+8.2% | $2,940-14.5% | $2,551-1.5% |
| Participant deferral / active EE | $3,731 | $3,972-6.1% | $4,917-24.1% | $4,139-9.9% |
| Admin fee / account holder | $2,645 | $10,249-74.2% | $12,439-78.7% | $7,234-63.4% |