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 | $15,754 | $93,598-83.2% | $135,974-88.4% | $75,173-79.0% |
| Participation rate | 89.8% | 75.2%+14.6pp | 81.9%+7.9pp | 67.2%+22.6pp |
| Annual return | 22.45% | 30.89%-8.4pp | 68.30%-45.9pp | 160.72%-138.3pp |
| Employer contribution / active EE | $1,025 | $3,538-71.0% | $4,859-78.9% | $2,671-61.6% |
| Participant deferral / active EE | $3,144 | $6,405-50.9% | $7,760-59.5% | $4,126-23.8% |
| Admin fee / account holder | $823 | $6,978-88.2% | $10,767-92.4% | $5,651-85.4% |