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 | $8,641 | $73,955-88.3% | $96,520-91.0% | $75,181-88.5% |
| Participation rate | 90.3% | 66.4%+23.9pp | 74.3%+16.0pp | 67.2%+23.1pp |
| Annual return | 17.88% | 26.72%-8.8pp | 35.72%-17.8pp | 160.69%-142.8pp |
| Employer contribution / active EE | $1,884 | $2,930-35.7% | $3,739-49.6% | $2,671-29.5% |
| Participant deferral / active EE | $3,546 | $3,659-3.1% | $4,879-27.3% | $4,126-14.0% |
| Admin fee / account holder | $1,003 | $5,217-80.8% | $6,733-85.1% | $5,650-82.2% |