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 | $12,681 | $60,349-79.0% | $74,184-82.9% | $62,881-79.8% |
| Participation rate | 87.1% | 72.7%+14.4pp | 76.6%+10.5pp | 69.3%+17.8pp |
| Annual return | 9.26% | 21.38%-12.1pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,810 | $1,680+7.7% | $2,370-23.6% | $2,281-20.6% |
| Participant deferral / active EE | $4,000 | $2,856+40.1% | $3,550+12.7% | $3,203+24.9% |
| Admin fee / account holder | $1,348 | $4,261-68.4% | $5,586-75.9% | $4,296-68.6% |