Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $8,227 | $81,487-89.9% | $102,412-92.0% | $80,935-89.8% |
| Participation rate | 96.2% | 66.8%+29.4pp | 74.5%+21.7pp | 67.7%+28.6pp |
| Annual return | 12.47% | 25.60%-13.1pp | 24.94%-12.5pp | 35.66%-23.2pp |
| Employer contribution / active EE | $872 | $3,103-71.9% | $3,870-77.5% | $2,757-68.4% |
| Participant deferral / active EE | $2,277 | $3,871-41.2% | $5,060-55.0% | $4,299-47.0% |
| Admin fee / account holder | $1,368 | $6,717-79.6% | $8,388-83.7% | $6,924-80.2% |