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 | $17,166 | $92,219-81.4% | $76,767-77.6% | $135,380-87.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -6.47% | 5.46%-11.9pp | 2.43%-8.9pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,784 | $3,216-44.5% | $2,485-28.2% | $4,779-62.7% |
| Participant deferral / active EE | $1,784 | $4,508-60.4% | $3,852-53.7% | $5,609-68.2% |
| Admin fee / account holder | $1,032 | $10,749-90.4% | $6,675-84.5% | $10,828-90.5% |