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 | $12,717 | $67,602-81.2% | $82,312-84.5% | $70,126-81.9% |
| Participation rate | 71.0% | 72.8%-1.8pp | 76.9%-5.9pp | 69.5%+1.4pp |
| Annual return | 18.30% | 21.57%-3.3pp | 25.88%-7.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $794 | $1,755-54.8% | $2,428-67.3% | $2,343-66.1% |
| Participant deferral / active EE | $2,183 | $2,987-26.9% | $3,706-41.1% | $3,332-34.5% |
| Admin fee / account holder | $422 | $4,512-90.7% | $5,608-92.5% | $4,645-90.9% |