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 | $4,721 | $60,349-92.2% | $74,184-93.6% | $62,881-92.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 23.01% | 21.38%+1.6pp | 17.74%+5.3pp | 20.14%+2.9pp |
| Employer contribution / active EE | $803 | $1,680-52.2% | $2,370-66.1% | $2,281-64.8% |
| Participant deferral / active EE | $2,151 | $2,856-24.7% | $3,550-39.4% | $3,203-32.9% |
| Admin fee / account holder | $514 | $4,261-87.9% | $5,586-90.8% | $4,296-88.0% |