Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $38,178 | $138,385-72.4% | $184,200-79.3% | $80,874-52.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.57% | 20.02%-8.4pp | 28.80%-17.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,089 | $4,849-56.9% | $6,424-67.5% | $2,756-24.2% |
| Participant deferral / active EE | $4,487 | $7,073-36.6% | $9,132-50.9% | $4,297+4.4% |
| Admin fee / account holder | $2,238 | $10,483-78.6% | $13,907-83.9% | $6,935-67.7% |