Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,250 | $63,365-90.1% | $91,994-93.2% | $72,975-91.4% |
| Participation rate | 95.0% | 72.5%+22.5pp | 78.6%+16.4pp | 69.5%+25.5pp |
| Annual return | 33.43% | 35.35%-1.9pp | 69.04%-35.6pp | 81.01%-47.6pp |
| Employer contribution / active EE | $1,595 | $2,116-24.6% | $3,453-53.8% | $2,440-34.6% |
| Participant deferral / active EE | $2,356 | $4,883-51.8% | $5,924-60.2% | $3,608-34.7% |
| Admin fee / account holder | $526 | $4,670-88.7% | $7,744-93.2% | $5,124-89.7% |