Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,532 | $114,712-93.4% | $173,730-95.7% | $87,485-91.4% |
| Participation rate | 78.3% | 73.0%+5.3pp | 79.6%-1.2pp | 68.9%+9.4pp |
| Annual return | 22.85% | 20.18%+2.7pp | 19.96%+2.9pp | 26.06%-3.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,224 | $4,642-30.5% | $6,326-49.0% | $4,274-24.6% |
| Admin fee / account holder | $606 | $10,210-94.1% | $17,523-96.5% | $7,775-92.2% |