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 | $23,484 | $212,386-88.9% | $199,883-88.3% | $138,895-83.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 23.83% | 47.75%-23.9pp | 43.81%-20.0pp | 145.39%-121.6pp |
| Employer contribution / active EE | $2,013 | $6,625-69.6% | $6,261-67.8% | $4,194-52.0% |
| Participant deferral / active EE | $3,386 | $9,617-64.8% | $9,138-63.0% | $6,396-47.1% |
| Admin fee / account holder | $555 | $18,233-97.0% | $17,268-96.8% | $12,562-95.6% |