Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,934 | $83,485-86.9% | $125,180-91.3% | $72,983-85.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.39% | 25.78%-3.4pp | 43.79%-21.4pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,575 | $2,346-32.8% | $3,866-59.2% | $2,440-35.4% |
| Participant deferral / active EE | $2,380 | $3,586-33.6% | $4,937-51.8% | $3,608-34.0% |
| Admin fee / account holder | $933 | $5,518-83.1% | $9,703-90.4% | $5,124-81.8% |