Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $17,134 | $73,787-76.8% | $98,716-82.6% | $82,448-79.2% |
| Participation rate | 70.4% | 61.4%+9.0pp | 69.3%+1.1pp | 68.1%+2.3pp |
| Annual return | 16.28% | 18.57%-2.3pp | 31.81%-15.5pp | 41.64%-25.4pp |
| Employer contribution / active EE | $765 | $1,511-49.4% | $2,279-66.4% | $2,551-70.0% |
| Participant deferral / active EE | $2,243 | $3,081-27.2% | $4,048-44.6% | $4,139-45.8% |
| Admin fee / account holder | $2,531 | $6,500-61.1% | $8,703-70.9% | $7,234-65.0% |