Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,843 | $84,236-88.3% | $170,435-94.2% | $70,126-86.0% |
| Participation rate | 96.1% | 70.8%+25.2pp | 83.6%+12.5pp | 69.5%+26.5pp |
| Annual return | 19.76% | 23.06%-3.3pp | 205.94%-186.2pp | 73.15%-53.4pp |
| Employer contribution / active EE | $1,182 | $3,387-65.1% | $5,432-78.2% | $2,343-49.5% |
| Participant deferral / active EE | $1,922 | $3,086-37.7% | $4,939-61.1% | $3,332-42.3% |
| Admin fee / account holder | $430 | $5,698-92.5% | $13,881-96.9% | $4,645-90.7% |