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 | $18,406 | $71,872-74.4% | $86,691-78.8% | $68,495-73.1% |
| Participation rate | 77.5% | 72.2%+5.3pp | 76.6%+0.9pp | 67.9%+9.6pp |
| Annual return | 18.71% | 3.53%+15.2pp | 35.94%-17.2pp | -7.84%+26.5pp |
| Employer contribution / active EE | $1,383 | $2,173-36.3% | $2,837-51.2% | $2,596-46.7% |
| Participant deferral / active EE | $3,382 | $3,779-10.5% | $4,656-27.4% | $4,028-16.0% |
| Admin fee / account holder | $932 | $6,112-84.8% | $7,492-87.6% | $5,403-82.8% |