Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,710 | $75,541-93.8% | $152,093-96.9% | $82,637-94.3% |
| Participation rate | 74.5% | 66.5%+8.0pp | 77.8%-3.2pp | 68.1%+6.5pp |
| Annual return | 24.71% | 32.56%-7.8pp | 66.36%-41.7pp | 53.51%-28.8pp |
| Employer contribution / active EE | $659 | $2,622-74.9% | $4,175-84.2% | $2,552-74.2% |
| Participant deferral / active EE | $1,127 | $3,206-64.8% | $5,451-79.3% | $4,126-72.7% |
| Admin fee / account holder | $405 | $6,405-93.7% | $14,497-97.2% | $7,339-94.5% |