Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,094 | $81,476-82.7% | $102,383-86.2% | $80,925-82.6% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.7%+18.1pp |
| Annual return | 12.84% | 25.59%-12.8pp | 24.94%-12.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,941 | $3,105-37.5% | $3,870-49.8% | $2,756-29.6% |
| Participant deferral / active EE | $2,877 | $3,871-25.7% | $5,060-43.1% | $4,299-33.1% |
| Admin fee / account holder | $955 | $6,717-85.8% | $8,391-88.6% | $6,940-86.2% |