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 | $14,508 | $106,749-86.4% | $145,433-90.0% | $82,448-82.4% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 22.11% | 27.59%-5.5pp | 66.58%-44.5pp | 41.64%-19.5pp |
| Employer contribution / active EE | $1,309 | $3,444-62.0% | $4,554-71.3% | $2,551-48.7% |
| Participant deferral / active EE | $3,453 | $6,519-47.0% | $7,897-56.3% | $4,139-16.6% |
| Admin fee / account holder | $1,305 | $8,390-84.4% | $13,129-90.1% | $7,234-82.0% |