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 | $25,248 | $69,977-63.9% | $108,582-76.7% | $62,881-59.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 12.21% | 10.73%+1.5pp | -51.70%+63.9pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,654 | $2,135-22.5% | $3,758-56.0% | $2,281-27.5% |
| Participant deferral / active EE | $2,410 | $3,165-23.9% | $4,311-44.1% | $3,203-24.8% |
| Admin fee / account holder | $2,070 | $5,076-59.2% | $7,645-72.9% | $4,296-51.8% |