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 | $4,964 | $41,981-88.2% | $63,412-92.2% | $59,633-91.7% |
| Participation rate | 78.6% | 60.3%+18.3pp | 67.1%+11.5pp | 68.7%+9.9pp |
| Annual return | 9.39% | 13.04%-3.6pp | 4.04%+5.4pp | 2041.45%-2032.1pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,522 | $2,002+26.0% | $2,496+1.0% | $3,192-21.0% |
| Admin fee / account holder | $630 | $3,509-82.0% | $3,753-83.2% | $4,297-85.3% |