Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,190 | $106,749-82.0% | $145,433-86.8% | $82,448-76.7% |
| Participation rate | 80.4% | 75.6%+4.8pp | 82.1%-1.7pp | 68.1%+12.4pp |
| Annual return | 17.63% | 27.59%-10.0pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $881 | $3,444-74.4% | $4,554-80.7% | $2,551-65.5% |
| Participant deferral / active EE | $3,140 | $6,519-51.8% | $7,897-60.2% | $4,139-24.2% |
| Admin fee / account holder | $682 | $8,390-91.9% | $13,129-94.8% | $7,234-90.6% |