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 | $13,657 | $71,873-81.0% | $86,698-84.2% | $68,490-80.1% |
| Participation rate | 93.9% | 72.2%+21.7pp | 76.6%+17.3pp | 67.9%+26.0pp |
| Annual return | -17.62% | 3.54%-21.2pp | 35.96%-53.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,591 | $2,173-26.8% | $2,837-43.9% | $2,597-38.7% |
| Participant deferral / active EE | $2,757 | $3,779-27.0% | $4,656-40.8% | $4,028-31.5% |
| Admin fee / account holder | $2,193 | $6,110-64.1% | $7,492-70.7% | $5,403-59.4% |