Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $7,075 | $59,440-88.1% | $78,004-90.9% | $82,637-91.4% |
| Participation rate | 84.6% | 62.8%+21.8pp | 69.4%+15.2pp | 68.1%+16.6pp |
| Annual return | 27.80% | 40.24%-12.4pp | 31.07%-3.3pp | 53.51%-25.7pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,219 | $3,138-61.2% | $4,092-70.2% | $4,126-70.5% |
| Admin fee / account holder | $336 | $5,504-93.9% | $7,578-95.6% | $7,339-95.4% |