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 | $8,620 | $59,813-85.6% | $79,580-89.2% | $68,486-87.4% |
| Participation rate | 94.4% | 61.1%+33.4pp | 69.5%+25.0pp | 67.9%+26.6pp |
| Annual return | -17.83% | -12.30%-5.5pp | 0.15%-18.0pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,716 | $1,505+14.0% | $2,413-28.9% | $2,597-33.9% |
| Participant deferral / active EE | $3,634 | $3,024+20.2% | $3,985-8.8% | $4,028-9.8% |
| Admin fee / account holder | $905 | $4,835-81.3% | $6,835-86.8% | $5,404-83.3% |