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 | $8,214 | $81,487-89.9% | $102,412-92.0% | $80,935-89.9% |
| Participation rate | 91.1% | 66.8%+24.3pp | 74.5%+16.6pp | 67.7%+23.4pp |
| Annual return | 15.37% | 25.60%-10.2pp | 24.94%-9.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,624 | $3,103-47.7% | $3,870-58.0% | $2,757-41.1% |
| Participant deferral / active EE | $2,115 | $3,871-45.3% | $5,060-58.2% | $4,299-50.8% |
| Admin fee / account holder | $530 | $6,717-92.1% | $8,388-93.7% | $6,924-92.3% |