Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,044 | $156,398-89.7% | $147,318-89.1% | $138,895-88.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.99% | 78.75%-62.8pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,533 | $4,853-68.4% | $4,593-66.6% | $4,194-63.4% |
| Participant deferral / active EE | $3,596 | $8,237-56.3% | $7,906-54.5% | $6,396-43.8% |
| Admin fee / account holder | $944 | $14,976-93.7% | $13,708-93.1% | $12,562-92.5% |