Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $12,962 | $68,880-81.2% | $120,580-89.3% | $80,959-84.0% |
| Participation rate | 77.8% | 61.7%+16.1pp | 72.0%+5.8pp | 67.7%+10.1pp |
| Annual return | 17.51% | 23.68%-6.2pp | 107.48%-90.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,775 | $2,066-14.1% | $3,469-48.8% | $2,757-35.6% |
| Participant deferral / active EE | $4,315 | $3,191+35.3% | $4,995-13.6% | $4,300+0.4% |
| Admin fee / account holder | $2,264 | $5,785-60.9% | $9,418-76.0% | $6,925-67.3% |