Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $10,656 | $55,636-80.8% | $81,982-87.0% | $73,497-85.5% |
| Participation rate | 97.0% | 62.3%+34.7pp | 69.3%+27.8pp | 70.7%+26.3pp |
| Annual return | 19.02% | 19.07%-0.1pp | 41.31%-22.3pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,712 | $1,625+5.4% | $2,498-31.5% | $2,270-24.6% |
| Participant deferral / active EE | $2,772 | $2,762+0.4% | $3,722-25.5% | $3,740-25.9% |
| Admin fee / account holder | $979 | $493+98.7% | $5,665-82.7% | $513+90.9% |