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 | $10,683 | $126,661-91.6% | $113,397-90.6% | $138,895-92.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 21.67% | 25.05%-3.4pp | 23.20%-1.5pp | 145.39%-123.7pp |
| Employer contribution / active EE | $2,243 | $3,456-35.1% | $2,977-24.7% | $4,194-46.5% |
| Participant deferral / active EE | $5,816 | $5,693+2.2% | $5,076+14.6% | $6,396-9.1% |
| Admin fee / account holder | $5,449 | $14,549-62.5% | $11,957-54.4% | $12,562-56.6% |